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

Savvy Advisors Inc’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 		$749K Buy
29,343
+19,100
+186% +$487K 0.02% 636
2026
Q1 		$262K Sell
10,243
-69
-0.7% -$1.78K 0.01% 933
2025
Q4 		$266K Buy
+10,312
New +$267K 0.01% 825

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

Savvy Advisors Inc's SPAB Position: Q2 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 186% in Q2 2026, buying an estimated $487K and bringing the position to 29,343 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #636.

Savvy Advisors Inc first reported a position in SPAB in Q4 2025 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Savvy Advisors Inc held 29,343 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $749K as of Q2 2026.
  • Savvy Advisors Inc bought 19,100 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $487K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #636 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.