Optivise Advisory Services’s State Street SPDR Portfolio Aggregate Bond Index 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 Q3	$308K	Buy	12,646 +14	+0.1%	+$351	0.15%	154
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Optivise Advisory Services's SPAB Position: Q3 2026 in Review

Optivise Advisory Services increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 0.11% in Q3 2026, buying an estimated $351 and bringing the position to 12,646 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #154.

Optivise Advisory Services first reported a position in SPAB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2024. 352 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Optivise Advisory Services held 12,646 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $308K as of Q3 2026.
Optivise Advisory Services bought 14 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $351.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.15% of Optivise Advisory Services's portfolio in Q3 2026, its #154 holding.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $1.05M in Q2 2024.
352 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.