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N.E.W. Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

N.E.W. Advisory Services’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 		$56.3M Buy
2,205,265
+94,699
+4% +$2.42M 3.76% 6
2026
Q1 		$54.1M Buy
2,110,566
+2,160
+0.1% +$55.7K 4.04% 6
2025
Q4 		$54.3M Buy
2,108,406
+304,080
+17% +$7.87M 4.02% 6
2025
Q3 		$46.6M Buy
1,804,326
+68,346
+4% +$1.75M 4.17% 6
2025
Q2 		$44.4M Sell
1,735,980
-546,886
-24% -$13.8M 4.31% 6
2025
Q1 		$58.3M Buy
2,282,866
+227,510
+11% +$5.74M 4.46% 4
2024
Q4 		$51.4M Sell
2,055,356
-258,281
-11% -$6.57M 4.88% 4
2024
Q3 		$60.5M Buy
2,313,637
+171,541
+8% +$4.42M 5.96% 4
2024
Q2 		$53.7M Sell
2,142,096
-4,146
-0.2% -$103K 5.8% 4
2024
Q1 		$54.3M Sell
2,146,242
-28,344
-1% -$717K 6.02% 4
2023
Q4 		$55.8M Sell
2,174,586
-59,917
-3% -$1.47M 6.74% 4
2023
Q3 		$54.4M Sell
2,234,503
-16,939
-0.8% -$422K 7.73% 3
2023
Q2 		$57.1M Buy
2,251,442
+1,761
+0.1% +$45K 7.96% 4
2023
Q1 		$58M Buy
2,249,681
+114,467
+5% +$2.93M 8.44% 4
2022
Q4 		$53.7M Buy
2,135,214
+138,819
+7% +$3.48M 8.4% 4
2022
Q3 		$49.8M Buy
1,996,395
+112,474
+6% +$2.95M 9.02% 3
2022
Q2 		$49.6M Buy
1,883,921
+500,450
+36% +$13.3M 8.68% 2
2022
Q1 		$41M Sell
1,383,471
-341,256
-20% -$9.75M 7.77% 4
2021
Q4 		$51.1M Buy
1,724,727
+15,766
+0.9% +$469K 7.71% 4
2021
Q3 		$51M Buy
1,708,961
+66,851
+4% +$2.02M 8.31% 3
2021
Q2 		$49.3M Buy
1,642,110
+170,319
+12% +$5.08M 8.25% 3
2021
Q1 		$43.7M Buy
1,471,791
+371,544
+34% +$11.2M 8.19% 2
2020
Q4 		$33.9M Buy
1,100,247
+201,038
+22% +$6.17M 7.12% 4
2020
Q3 		$27.7M Buy
899,209
+77,777
+9% +$2.41M 7.82% 3
2020
Q2 		$25.3M Buy
+821,432
New +$25.1M 7.89% 4
2019
Q4 		$22.9M Buy
+778,878
New +$23M 7.42% 4

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

N.E.W. Advisory Services's SPAB Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.5% in Q2 2026, buying an estimated $2.42M and bringing the position to 2,205,265 shares worth $56.3M. The position accounts for 3.76% of the portfolio, ranked #6.

N.E.W. Advisory Services first reported a position in SPAB in Q4 2019 and has held it in 26 quarters since. The position peaked at $60.5M in Q3 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • N.E.W. Advisory Services held 2,205,265 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $56.3M as of Q2 2026.
  • N.E.W. Advisory Services bought 94,699 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.42M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 3.76% of N.E.W. Advisory Services's portfolio in Q2 2026, its #6 holding.
  • N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $60.5M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.