MA
SPAB icon

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

Mutual 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 		$903K Buy
35,367
+386
+1% +$9.85K 0.02% 692
2026
Q1 		$896K Buy
34,981
+807
+2% +$20.8K 0.02% 636
2025
Q4 		$880K Buy
34,174
+131
+0.4% +$3.39K 0.02% 626
2025
Q3 		$887K Buy
34,043
+2,307
+7% +$59K 0.02% 617
2025
Q2 		$806K Buy
31,736
+1,869
+6% +$47.2K 0.02% 595
2025
Q1 		$760K Buy
29,867
+704
+2% +$17.8K 0.02% 552
2024
Q4 		$729K Sell
29,163
-776
-3% -$19.7K 0.02% 582
2024
Q3 		$763K Sell
29,939
-3,958
-12% -$102K 0.02% 568
2024
Q2 		$862K Buy
33,897
+549
+2% +$13.7K 0.03% 530
2024
Q1 		$843K Buy
33,348
+3,171
+11% +$80.2K 0.03% 528
2023
Q4 		$774K Sell
30,177
-3,496
-10% -$86K 0.03% 525
2023
Q3 		$820K Buy
33,673
+286
+0.9% +$7.13K 0.03% 475
2023
Q2 		$847K Buy
33,387
+17,164
+106% +$439K 0.03% 485
2023
Q1 		$418K Sell
16,223
-1,917
-11% -$49K 0.02% 679
2022
Q4 		$456K Buy
18,140
+1,529
+9% +$38.3K 0.02% 619
2022
Q3 		$414K Sell
16,611
-5,425
-25% -$142K 0.02% 616
2022
Q2 		$581K Buy
22,036
+14,793
+204% +$394K 0.04% 488
2022
Q1 		$201K Buy
+7,243
New +$207K 0.01% 834
2021
Q4 		– Sell
-7,013
Closed -$209K – 924
2021
Q3 		$209K Buy
+7,013
New +$211K 0.01% 817
2021
Q2 		– Sell
-11,882
Closed -$352K – 849
2021
Q1 		$352K Sell
11,882
-13,501
-53% -$407K 0.02% 585
2020
Q4 		$782K Buy
25,383
+911
+4% +$28K 0.06% 371
2020
Q3 		$754K Buy
24,472
+2,197
+10% +$68K 0.07% 316
2020
Q2 		$687K Sell
22,275
-365,623
-94% -$11.2M 0.07% 297
2020
Q1 		$11.7M Buy
387,898
+30,578
+9% +$909K 1.59% 5
2019
Q4 		$10.5M Buy
357,320
+89,000
+33% +$2.62M 1.12% 13
2019
Q3 		$7.95M Buy
268,320
+212,491
+381% +$6.25M 1.05% 15
2019
Q2 		$1.63M Sell
55,829
-83,030
-60% -$2.38M 0.21% 109
2019
Q1 		$3.96M Buy
138,859
+73,506
+112% +$2.06M 0.59% 30
2018
Q4 		$1.82M Buy
65,353
+47,095
+258% +$1.29M 0.36% 65
2018
Q3 		$506K Buy
18,258
+643
+4% +$17.9K 0.08% 284
2018
Q2 		$491K Buy
17,615
+1,327
+8% +$36.9K 0.11% 245
2018
Q1 		$459K Buy
+16,288
New +$459K 0.12% 251

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

Mutual Advisors's SPAB Position: Q2 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.1% in Q2 2026, buying an estimated $9.85K and bringing the position to 35,367 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #692.

Mutual Advisors first reported a position in SPAB in Q1 2018 and has held it in 32 quarters since. The position peaked at $11.7M in Q1 2020. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Mutual Advisors held 35,367 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $903K as of Q2 2026.
  • Mutual Advisors bought 386 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $9.85K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #692 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.7M in Q1 2020.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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