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Prosperity Capital Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Prosperity Capital 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 		$3.32M Sell
129,940
-6,169
-5% -$157K 0.16% 95
2026
Q1 		$3.49M Sell
136,109
-60,038
-31% -$1.55M 0.2% 85
2025
Q4 		$5.05M Buy
196,147
+93,213
+91% +$2.41M 0.3% 72
2025
Q3 		$2.66M Sell
102,934
-124,842
-55% -$3.2M 0.15% 106
2025
Q2 		$5.83M Sell
227,776
-155,236
-41% -$3.92M 0.38% 52
2025
Q1 		$9.77M Buy
383,012
+5,780
+2% +$146K 0.77% 27
2024
Q4 		$9.43M Sell
377,232
-163,866
-30% -$4.17M 0.77% 28
2024
Q3 		$14.1M Buy
541,098
+340,927
+170% +$8.78M 1.2% 18
2024
Q2 		$5.02M Buy
200,171
+67,839
+51% +$1.69M 0.56% 34
2024
Q1 		$3.35M Buy
132,332
+85,256
+181% +$2.16M 0.4% 46
2023
Q4 		$1.21M Sell
47,076
-3,623
-7% -$89.1K 0.13% 90
2023
Q3 		$1.23M Sell
50,699
-185,946
-79% -$4.63M 0.16% 80
2023
Q2 		$6M Buy
236,645
+26,592
+13% +$680K 0.84% 16
2023
Q1 		$5.42M Buy
210,053
+129,321
+160% +$3.31M 0.84% 21
2022
Q4 		$2.03M Buy
+80,732
New +$2.02M 0.62% 26

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Prosperity Capital Advisors's SPAB Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.5% in Q2 2026, selling an estimated $157K and leaving 129,940 shares worth $3.32M. The position accounts for 0.16% of the portfolio, ranked #95.

Prosperity Capital Advisors first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.1M in Q3 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Prosperity Capital Advisors held 129,940 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.32M as of Q2 2026.
  • Prosperity Capital Advisors sold 6,169 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $157K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Prosperity Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $14.1M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.