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Means Investment Company’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Means Investment Company’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 		– Sell
-14,062
Closed -$359K – 201
2025
Q1 		$359K Sell
14,062
-3,072
-18% -$77.5K 0.04% 139
2024
Q4 		$428K Sell
17,134
-6,884
-29% -$175K 0.04% 135
2024
Q3 		$628K Buy
24,018
+81
+0.3% +$2.09K 0.07% 115
2024
Q2 		$601K Sell
23,937
-4,061
-15% -$101K 0.07% 113
2024
Q1 		$708K Sell
27,998
-4,646
-14% -$117K 0.09% 109
2023
Q4 		$837K Sell
32,644
-5,336
-14% -$131K 0.12% 101
2023
Q3 		$924K Sell
37,980
-4,665
-11% -$116K 0.15% 94
2023
Q2 		$1.08M Sell
42,645
-7,407
-15% -$189K 0.17% 92
2023
Q1 		$1.29M Sell
50,052
-5,388
-10% -$138K 0.23% 84
2022
Q4 		$1.39M Sell
55,440
-7,953
-13% -$199K 0.28% 73
2022
Q3 		$1.58M Buy
63,393
+20,207
+47% +$530K 0.34% 61
2022
Q2 		$1.14M Buy
43,186
+30,893
+251% +$823K 0.24% 83
2022
Q1 		$342K Buy
+12,293
New +$351K 0.06% 147

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Means Investment Company's SPAB Position: Q2 2025 in Review

Means Investment Company sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 14,062 shares — an estimated $359K sold.

Means Investment Company first reported a position in SPAB in Q1 2022 and held it in 13 quarters. The position peaked at $1.58M in Q3 2022. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Means Investment Company reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Means Investment Company sold 14,062 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $359K.
  • Means Investment Company first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Means Investment Company's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.58M in Q3 2022.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Means Investment Company's 13F filing for Q2 2025, filed 25 Jul 2025.