PAG
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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Paladin Advisory Group's SPAB Position: Q1 2026 in Review

Paladin Advisory Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 26% in Q1 2026, selling an estimated $64K and leaving 7,080 shares worth $181K. The position accounts for 0.14% of the portfolio, ranked #87.

Paladin Advisory Group first reported a position in SPAB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2022. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Paladin Advisory Group held 7,080 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $181K as of Q1 2026.
  • Paladin Advisory Group sold 2,481 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $64K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Paladin Advisory Group's portfolio in Q1 2026, its #87 holding.
  • Paladin Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.8M in Q1 2022.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.