SageGuard Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SageGuard Financial Group’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	$234K	Hold	9,172	–	–	0.03%	193
2026 Q1	$235K	Sell	9,172 -280	-3%	-$7.22K	0.04%	175
2025 Q4	$243K	Buy	+9,452	New	+$245K	0.04%	158
2021 Q3	$547K	Sell	18,314 -7,427	-29%	-$224K	8.58%	3
2021 Q2	$772K	Buy	25,741 +3,494	+16%	+$104K	0.35%	59
2021 Q1	$658K	Sell	22,247 -1,582	-7%	-$47.7K	0.31%	63
2020 Q4	$733K	Buy	+23,829	New	+$732K	0.35%	60

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

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageGuard Financial Group's SPAB Position: Q2 2026 in Review

SageGuard Financial Group held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 9,172 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #193.

SageGuard Financial Group first reported a position in SPAB in Q4 2020 and has held it in 7 quarters since. The position peaked at $772K in Q2 2021. 342 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

SageGuard Financial Group held 9,172 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $234K as of Q2 2026.
SageGuard Financial Group left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #193 holding.
SageGuard Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
SageGuard Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $772K in Q2 2021.
342 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.