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Legacy Investment Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.68K Buy
+105
New +$2.65K ﹤0.01% 467

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Legacy Investment Solutions's SPAB Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025: 105 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Legacy Investment Solutions held 105 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.68K as of Q2 2025.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #467 holding.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.