Perennial Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Perennial Investment Advisors’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	$273K	Buy	10,714 +87	+0.8%	+$2.22K	0.02%	462
2026 Q1	$272K	Sell	10,627 -1,093	-9%	-$28.2K	0.02%	417
2025 Q4	$302K	Sell	11,720 -1,555	-12%	-$40.2K	0.02%	375
2025 Q3	$343K	Sell	13,275 -1,507	-10%	-$38.6K	0.03%	335
2025 Q2	$378K	Sell	14,782 -1,438	-9%	-$36.4K	0.04%	302
2025 Q1	$414K	Sell	16,220 -33,120	-67%	-$836K	0.05%	258
2024 Q4	$1.23M	Sell	49,340 -13,349	-21%	-$339K	0.15%	122
2024 Q3	$1.64M	Sell	62,689 -10,088	-14%	-$260K	0.21%	83
2024 Q2	$1.83M	Sell	72,777 -9,662	-12%	-$241K	0.26%	70
2024 Q1	$2.08M	Sell	82,439 -3,420	-4%	-$86.5K	0.32%	62
2023 Q4	$2.2M	Buy	85,859 +5,977	+7%	+$147K	0.36%	60
2023 Q3	$1.94M	Sell	79,882 -1,429	-2%	-$35.6K	0.35%	65
2023 Q2	$2.06M	Buy	81,311 +7,123	+10%	+$182K	0.36%	60
2023 Q1	$1.91M	Buy	+74,188	New	+$1.9M	0.36%	64

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

Perennial Investment Advisors's SPAB Position: Q2 2026 in Review

Perennial Investment Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.82% in Q2 2026, buying an estimated $2.22K and bringing the position to 10,714 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #462.

Perennial Investment Advisors first reported a position in SPAB in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Perennial Investment Advisors held 10,714 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $273K as of Q2 2026.
Perennial Investment Advisors bought 87 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.22K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #462 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.2M in Q4 2023.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.