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Spectrum Advisors, Inc.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Spectrum Advisors, Inc.’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.92M Buy
+231,002
New +$5.96M 4.67% 6

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Spectrum Advisors, Inc.'s SPAB Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 231,002 shares worth $5.92M. The stake represents 4.67% of the portfolio and ranks #6 among its holdings.

548 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Spectrum Advisors, Inc. held 231,002 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.92M as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 4.67% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #6 holding.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.