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

PSI 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
2025 Q2	–	Sell	-2,000	Closed	-$51.1K	–	600
2025 Q1	$51.1K	Hold	2,000	–	–	0.02%	237
2024 Q4	$50K	Hold	2,000	–	–	0.01%	276
2024 Q3	$52.3K	Sell	2,000 -1,010	-34%	-$26K	0.02%	269
2024 Q2	$75.5K	Hold	3,010	–	–	0.02%	207
2024 Q1	$76.1K	Buy	3,010 +1,010	+51%	+$25.5K	0.03%	205
2023 Q4	$51.3K	Hold	2,000	–	–	0.02%	258
2023 Q3	$48.7K	Hold	2,000	–	–	0.02%	251
2023 Q2	$50.7K	Buy	2,000 +1,901	+1,920%	+$48.6K	0.02%	240
2023 Q1	$2.55K	Buy	+99	New	+$2.53K	﹤0.01%	593

Other funds holding SPAB

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PSI Advisors's SPAB Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 2,000 shares — an estimated $51.1K sold.

PSI Advisors first reported a position in SPAB in Q1 2023 and held it in 9 quarters. The position peaked at $76.1K in Q1 2024. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 2,000 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $51.1K.
PSI Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and held it in 9 quarters.
PSI Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $76.1K in Q1 2024.
506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.