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

Realta 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 		$209K Sell
8,172
-160
-2% -$4.08K 0.06% 208
2026
Q1 		$213K Sell
8,332
-282
-3% -$7.28K 0.07% 190
2025
Q4 		$222K Buy
8,614
+334
+4% +$8.64K 0.07% 190
2025
Q3 		$214K Buy
8,280
+3,389
+69% +$86.7K 0.07% 184
2025
Q2 		$125K Sell
4,891
-4,018
-45% -$102K 0.05% 196
2025
Q1 		$228K Buy
8,909
+3,369
+61% +$85K 0.1% 157
2024
Q4 		$138K Buy
5,540
+5,492
+11,442% +$140K 0.06% 204
2024
Q3 		$1.23K Sell
48
-202
-81% -$5.2K ﹤0.01% 343
2024
Q2 		$6.28K Buy
250
+1
+0.4% +$25 ﹤0.01% 706
2024
Q1 		$6.29K Buy
+249
New +$6.29K ﹤0.01% 731
2023
Q4 		– Sell
-457
Closed -$11.6K – 743
2023
Q3 		$11.6K Hold
457
– – ﹤0.01% 665
2023
Q2 		$11.6K Buy
+457
New +$11.7K ﹤0.01% 714
2023
Q1 		– Sell
-486
Closed -$12.2K – 764
2022
Q4 		$12.2K Sell
486
-208
-30% -$5.21K ﹤0.01% 697
2022
Q3 		$17K Buy
+694
New +$18.2K ﹤0.01% 637
2019
Q4 		– Sell
-177
Closed -$5K – 1679
2019
Q3 		$5K Sell
177
-430
-71% -$12.7K ﹤0.01% 1335
2019
Q2 		$18K Hold
607
– – 0.01% 973
2019
Q1 		$18K Buy
+607
New +$17K 0.01% 785

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 $3.38T AUM 44.17% 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 22.9% 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

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

Realta Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.9% in Q2 2026, selling an estimated $4.08K and leaving 8,172 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #208.

Realta Investment Advisors first reported a position in SPAB in Q1 2019 and has held it in 17 quarters since. The position peaked at $228K in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Realta Investment Advisors held 8,172 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $209K as of Q2 2026.
  • Realta Investment Advisors sold 160 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $4.08K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of Realta Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $228K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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