SAG
SPAB icon

SageView Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SageView Advisory 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
Q1 		– Sell
-227
Closed -$5.83K – 2158
2025
Q4 		$5.83K Buy
+227
New +$5.88K ﹤0.01% 1918
2023
Q4 		– Sell
-12,362
Closed -$304K – 489
2023
Q3 		$301K Buy
12,362
+371
+3% +$9.24K 0.02% 423
2023
Q2 		$304K Buy
+11,991
New +$307K 0.02% 442

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

SageView Advisory Group's SPAB Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 227 shares — an estimated $5.83K sold.

SageView Advisory Group first reported a position in SPAB in Q2 2023 and held it in 3 quarters. The position peaked at $304K in Q2 2023. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 227 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.83K.
  • SageView Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $304K in Q2 2023.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.