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Milestone Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Milestone Asset Management’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
Q3 		– Sell
-62,925
Closed -$1.61M – 249
2025
Q2 		$1.61M Buy
+62,925
New +$1.59M 0.34% 53

Other funds holding SPAB

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
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 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Milestone Asset Management's SPAB Position: Q3 2025 in Review

Milestone Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 62,925 shares — an estimated $1.61M sold.

Milestone Asset Management first reported a position in SPAB in Q2 2025 and held it in 1 quarter. The position peaked at $1.61M in Q2 2025. 490 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Milestone Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Milestone Asset Management sold 62,925 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $1.61M.
  • Milestone Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Milestone Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.61M in Q2 2025.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Milestone Asset Management's 13F filing for Q3 2025, filed 15 Oct 2025.