Optivise Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Optivise 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	$322K	Sell	12,632 -1,445	-10%	-$36.9K	0.16%	151
2026 Q1	$361K	Sell	14,077 -419	-3%	-$10.8K	0.22%	116
2025 Q4	$373K	Sell	14,496 -2,230	-13%	-$57.7K	0.22%	117
2025 Q3	$432K	Sell	16,726 -5,027	-23%	-$129K	0.26%	96
2025 Q2	$557K	Sell	21,753 -4,990	-19%	-$126K	0.28%	86
2025 Q1	$683K	Sell	26,743 -9,392	-26%	-$237K	0.38%	67
2024 Q4	$903K	Sell	36,135 -3,008	-8%	-$76.5K	0.49%	58
2024 Q3	$1.02M	Sell	39,143 -2,587	-6%	-$66.6K	0.54%	50
2024 Q2	$1.05M	Buy	+41,730	New	+$1.04M	0.57%	47

Other funds holding SPAB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Optivise Advisory Services's SPAB Position: Q2 2026 in Review

Optivise Advisory Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 10% in Q2 2026, selling an estimated $36.9K and leaving 12,632 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #151.

Optivise Advisory Services first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2024. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Optivise Advisory Services held 12,632 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $322K as of Q2 2026.
Optivise Advisory Services sold 1,445 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $36.9K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Optivise Advisory Services's portfolio in Q2 2026, its #151 holding.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.05M in Q2 2024.
81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.