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

Novus 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	$280K	Sell	10,967 -10,324	-48%	-$263K	0.58%	42
2026 Q1	$545K	Buy	21,291 +6,614	+45%	+$171K	1.22%	28
2025 Q4	$378K	Buy	14,677 +5,214	+55%	+$135K	0.84%	31
2025 Q3	$245K	Sell	9,463 -53,844	-85%	-$1.38M	0.56%	40
2025 Q2	$1.62M	Buy	63,307 +42,861	+210%	+$1.08M	2.47%	10
2025 Q1	$522K	Buy	20,446 +3,283	+19%	+$82.8K	0.53%	53
2024 Q4	$429K	Buy	+17,163	New	+$436K	0.43%	64

Other funds holding SPAB

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Novus Advisors's SPAB Position: Q2 2026 in Review

Novus Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 48% in Q2 2026, selling an estimated $263K and leaving 10,967 shares worth $280K. The position accounts for 0.58% of the portfolio, ranked #42.

Novus Advisors first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q2 2025. 244 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Novus Advisors held 10,967 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $280K as of Q2 2026.
Novus Advisors sold 10,324 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $263K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.58% of Novus Advisors's portfolio in Q2 2026, its #42 holding.
Novus Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.62M in Q2 2025.
244 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.