OPS
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Orion Portfolio Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.93M Buy
193,218
+14,366
+8% +$362K 0.05% 351
2024
Q4 		$4.47M Buy
178,852
+4,901
+3% +$125K 0.04% 362
2024
Q3 		$4.55M Buy
173,951
+30,663
+21% +$790K 0.05% 359
2024
Q2 		$3.6M Buy
143,288
+30,353
+27% +$757K 0.04% 408
2024
Q1 		$2.85M Sell
112,935
-154,308
-58% -$3.9M 0.03% 503
2023
Q4 		$6.8M Buy
267,243
+168,391
+170% +$4.14M 0.08% 243
2023
Q3 		$2.41M Sell
98,852
-8,680
-8% -$216K 0.03% 534
2023
Q2 		$2.73M Buy
107,532
+6,129
+6% +$157K 0.03% 515
2023
Q1 		$2.62M Buy
101,403
+14,653
+17% +$375K 0.03% 484
2022
Q4 		$2.18M Buy
86,750
+9,484
+12% +$238K 0.08% 185
2022
Q3 		$1.93M Sell
77,266
-6,523
-8% -$171K 0.08% 168
2022
Q2 		$2.21M Buy
83,789
+3,561
+4% +$94.9K 0.09% 147
2022
Q1 		$2.23M Buy
80,228
+12,588
+19% +$360K 0.08% 159
2021
Q4 		$2M Buy
67,640
+28,194
+71% +$838K 0.07% 173
2021
Q3 		$1.18M Buy
39,446
+1,847
+5% +$55.7K 0.04% 228
2021
Q2 		$1.13M Buy
37,599
+7,981
+27% +$238K 0.04% 214
2021
Q1 		$878K Buy
29,618
+7,595
+34% +$229K 0.04% 225
2020
Q4 		$678K Buy
22,023
+10,417
+90% +$320K 0.03% 248
2020
Q3 		$358K Sell
11,606
-14,700
-56% -$455K 0.02% 314
2020
Q2 		$812K Buy
26,306
+25,496
+3,148% +$779K 0.04% 186
2020
Q1 		$24K Buy
+810
New +$24.1K ﹤0.01% 786

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Orion Portfolio Solutions's SPAB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8% in Q1 2025, buying an estimated $362K and bringing the position to 193,218 shares worth $4.93M. The position accounts for 0.05% of the portfolio, ranked #351.

Orion Portfolio Solutions first reported a position in SPAB in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.8M in Q4 2023. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Orion Portfolio Solutions held 193,218 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.93M as of Q1 2025.
  • Orion Portfolio Solutions bought 14,366 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $362K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #351 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.8M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.