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NorthRock Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

NorthRock Partners’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
-1,355
Closed -$34.6K – 892
2025
Q1 		$34.6K Hold
1,355
– – ﹤0.01% 715
2024
Q4 		$33.9K Buy
1,355
+194
+17% +$4.93K ﹤0.01% 675
2024
Q3 		$30.3K Hold
1,161
– – ﹤0.01% 721
2024
Q2 		$29.1K Hold
1,161
– – ﹤0.01% 697
2024
Q1 		$29.4K Hold
1,161
– – ﹤0.01% 684
2023
Q4 		$29.8K Buy
+1,161
New +$28.6K ﹤0.01% 641

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NorthRock Partners's SPAB Position: Q2 2025 in Review

NorthRock Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 1,355 shares — an estimated $34.6K sold.

NorthRock Partners first reported a position in SPAB in Q4 2023 and held it in 6 quarters. The position peaked at $34.6K in Q1 2025. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • NorthRock Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,355 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $34.6K.
  • NorthRock Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $34.6K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.