PKS Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

PKS 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 Q2	$804K	Sell	31,515 -5,635	-15%	-$144K	0.13%	158
2026 Q1	$952K	Buy	37,150 +1,436	+4%	+$37K	0.22%	97
2025 Q4	$920K	Sell	35,714 -1,699	-5%	-$44K	0.21%	95
2025 Q3	$967K	Sell	37,413 -457	-1%	-$11.7K	0.2%	91
2025 Q2	$969K	Sell	37,870 -1,575	-4%	-$39.8K	0.24%	86
2025 Q1	$1.01M	Buy	39,445 +2,173	+6%	+$54.8K	0.28%	73
2024 Q4	$931K	Buy	+37,272	New	+$948K	0.23%	74

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $21.9B AUM 68.6% 1-Year Est. Return

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

PKS Advisory Services's SPAB Position: Q2 2026 in Review

PKS Advisory Services reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q2 2026, selling an estimated $144K and leaving 31,515 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #158.

PKS Advisory Services first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

PKS Advisory Services held 31,515 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $804K as of Q2 2026.
PKS Advisory Services sold 5,635 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $144K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of PKS Advisory Services's portfolio in Q2 2026, its #158 holding.
PKS Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.01M in Q1 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.