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Lifeworks Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lifeworks Advisors’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
Q2 		$4.84M Sell
189,626
-15,246
-7% -$389K 0.51% 64
2026
Q1 		$5.25M Sell
204,872
-854
-0.4% -$22K 0.67% 52
2025
Q4 		$5.3M Buy
205,726
+94
+0% +$2.43K 0.69% 46
2025
Q3 		$5.32M Sell
205,632
-946
-0.5% -$24.2K 0.71% 42
2025
Q2 		$5.29M Sell
206,578
-2,759
-1% -$69.7K 0.79% 34
2025
Q1 		$5.35M Sell
209,337
-20,551
-9% -$518K 0.89% 31
2024
Q4 		$5.74M Sell
229,888
-19,691
-8% -$501K 1.04% 24
2024
Q3 		$6.52M Buy
249,579
+197,693
+381% +$5.09M 1.28% 16
2024
Q2 		$1.3M Sell
51,886
-2,208
-4% -$55K 0.36% 75
2024
Q1 		$1.37M Buy
54,094
+27
+0% +$683 0.38% 74
2023
Q4 		$1.39M Sell
54,067
-8,740
-14% -$215K 0.48% 70
2023
Q3 		$1.53M Sell
62,807
-4,938
-7% -$123K 0.59% 52
2023
Q2 		$1.72M Sell
67,745
-61,588
-48% -$1.58M 0.73% 42
2023
Q1 		$3.34M Buy
129,333
+40,582
+46% +$1.04M 1.58% 17
2022
Q4 		$2.23M Buy
88,751
+6,243
+8% +$156K 1.26% 24
2022
Q3 		$2.03M Buy
82,508
+53,977
+189% +$1.41M 1.15% 25
2022
Q2 		$752K Buy
28,531
+10,925
+62% +$291K 0.48% 74
2022
Q1 		$489K Buy
17,606
+2,177
+14% +$62.2K 0.32% 85
2021
Q4 		$457K Buy
+15,429
New +$459K 0.36% 82

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Lifeworks Advisors's SPAB Position: Q2 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.4% in Q2 2026, selling an estimated $389K and leaving 189,626 shares worth $4.84M. The position accounts for 0.51% of the portfolio, ranked #64.

Lifeworks Advisors first reported a position in SPAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.52M in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Lifeworks Advisors held 189,626 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.84M as of Q2 2026.
  • Lifeworks Advisors sold 15,246 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $389K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.51% of Lifeworks Advisors's portfolio in Q2 2026, its #64 holding.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.52M in Q3 2024.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.