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Moneta Group Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Moneta Group Investment 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 		$21.2M Sell
828,897
-21,263
-3% -$542K 0.16% 77
2026
Q1 		$21.8M Buy
850,160
+24,982
+3% +$644K 0.16% 70
2025
Q4 		$21.2M Buy
825,178
+3,390
+0.4% +$87.7K 0.16% 67
2025
Q3 		$21.2M Buy
821,788
+401,310
+95% +$10.3M 0.17% 66
2025
Q2 		$10.8M Sell
420,478
-2,587
-0.6% -$65.4K 0.13% 95
2025
Q1 		$10.8M Sell
423,065
-22,467
-5% -$567K 0.15% 87
2024
Q4 		$11.1M Sell
445,532
-22,153
-5% -$563K 0.16% 84
2024
Q3 		$12.2M Sell
467,685
-49,656
-10% -$1.28M 0.18% 76
2024
Q2 		$13M Sell
517,341
-42,518
-8% -$1.06M 0.21% 67
2024
Q1 		$14.2M Sell
559,859
-60,356
-10% -$1.53M 0.23% 67
2023
Q4 		$15.9M Sell
620,215
-11,877
-2% -$292K 0.31% 55
2023
Q3 		$15.4M Sell
632,092
-17,723
-3% -$442K 0.35% 51
2023
Q2 		$16.5M Sell
649,815
-69,589
-10% -$1.78M 0.37% 49
2023
Q1 		$18.6M Buy
719,404
+29,638
+4% +$758K 0.45% 45
2022
Q4 		$17.9M Buy
689,766
+41,790
+6% +$1.05M 0.49% 45
2022
Q3 		$16.2M Sell
647,976
-68,381
-10% -$1.79M 0.62% 42
2022
Q2 		$18.9M Sell
716,357
-103,686
-13% -$2.76M 0.64% 39
2022
Q1 		$22.8M Buy
820,043
+23,487
+3% +$671K 0.89% 32
2021
Q4 		$23.6M Buy
796,556
+52,770
+7% +$1.57M 0.96% 27
2021
Q3 		$22.2M Buy
743,786
+159,114
+27% +$4.8M 1.02% 26
2021
Q2 		$17.5M Buy
584,672
+104,301
+22% +$3.11M 0.81% 32
2021
Q1 		$14.2M Buy
480,371
+91,901
+24% +$2.77M 0.75% 34
2020
Q4 		$12M Buy
388,470
+24,530
+7% +$753K 0.86% 31
2020
Q3 		$11.2M Buy
363,940
+25,152
+7% +$779K 0.98% 28
2020
Q2 		$10.5M Buy
338,788
+44,910
+15% +$1.37M 0.99% 30
2020
Q1 		$8.88M Sell
293,878
-105,543
-26% -$3.14M 0.92% 33
2019
Q4 		$11.7M Buy
399,421
+8,598
+2% +$253K 0.98% 26
2019
Q3 		$11.6M Sell
390,823
-12,742
-3% -$375K 1.08% 21
2019
Q2 		$11.8M Buy
+403,565
New +$11.6M 1.16% 20
2019
Q1 		– Sell
-1,939
Closed -$54K – 262
2018
Q4 		$54K Buy
+1,939
New +$53.3K 0.01% 205
2018
Q3 		– Sell
-77,827
Closed -$2.17M – 351
2018
Q2 		$2.17M Buy
+77,827
New +$2.17M 0.24% 63

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

Moneta Group Investment Advisors's SPAB Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.5% in Q2 2026, selling an estimated $542K and leaving 828,897 shares worth $21.2M. The position accounts for 0.16% of the portfolio, ranked #77.

Moneta Group Investment Advisors first reported a position in SPAB in Q2 2018 and has held it in 31 quarters since. The position peaked at $23.6M in Q4 2021. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Moneta Group Investment Advisors held 828,897 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $21.2M as of Q2 2026.
  • Moneta Group Investment Advisors sold 21,263 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $542K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $23.6M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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