New Century Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

New Century Financial Group’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	-28,761	Closed	-$735K	–	147
2025 Q1	$735K	Buy	28,761 +503	+2%	+$12.7K	0.85%	31
2024 Q4	$706K	Sell	28,258 -22	-0.1%	-$559	0.3%	95
2024 Q3	$739K	Sell	28,280 -33	-0.1%	-$850	0.27%	114
2024 Q2	$710K	Buy	+28,313	New	+$706K	0.3%	102

Other funds holding SPAB

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

New Century Financial Group's SPAB Position: Q2 2025 in Review

New Century Financial Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 28,761 shares — an estimated $735K sold.

New Century Financial Group first reported a position in SPAB in Q2 2024 and held it in 4 quarters. The position peaked at $739K in Q3 2024. 507 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

New Century Financial Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
New Century Financial Group sold 28,761 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $735K.
New Century Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 4 quarters.
New Century Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $739K in Q3 2024.
507 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.