Paladin Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-16,105	Closed	-$405K	–	457
2022 Q4	$405K	Sell	16,105 -161,529	-91%	-$4.05M	0.35%	58
2022 Q3	$4.43M	Sell	177,634 -16,830	-9%	-$441K	4.04%	2
2022 Q2	$5.12M	Buy	+194,464	New	+$5.18M	4.41%	2
2022 Q1	–	Sell	-24,073	Closed	-$713K	–	473
2021 Q4	$713K	Buy	+24,073	New	+$716K	0.58%	46

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Paladin Advisory Group's SPAB Position: Q2 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 7,080 shares worth $181K. The position accounts for 0.12% of the portfolio, ranked #91.

Paladin Advisory Group first reported a position in SPAB in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2022. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Paladin Advisory Group held 7,080 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $181K as of Q2 2026.
Paladin Advisory Group left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Paladin Advisory Group's portfolio in Q2 2026, its #91 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.8M in Q1 2022.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.