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

Sentinel Pension 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	$2.42M	Sell	95,660 -18,746	-16%	-$478K	0.32%	36
2026 Q1	$2.93M	Sell	114,406 -109	-0.1%	-$2.81K	0.43%	31
2025 Q4	$2.95M	Sell	114,515 -5,986	-5%	-$155K	0.45%	29
2025 Q3	$3.11M	Sell	120,501 -28,227	-19%	-$722K	0.5%	28
2025 Q2	$3.81M	Sell	148,728 -1,781	-1%	-$45K	0.64%	27
2025 Q1	$3.84M	Sell	150,509 -22,608	-13%	-$570K	0.71%	25
2024 Q4	$4.33M	Sell	173,117 -7,728	-4%	-$196K	0.8%	25
2024 Q3	$4.73M	Sell	180,845 -3,472	-2%	-$89.4K	0.91%	21
2024 Q2	$4.62M	Sell	184,317 -54,487	-23%	-$1.36M	0.96%	21
2024 Q1	$6.04M	Sell	238,804 -22,907	-9%	-$579K	1.29%	15
2023 Q4	$6.71M	Sell	261,711 -11,139	-4%	-$274K	1.6%	12
2023 Q3	$6.64M	Sell	272,850 -13,674	-5%	-$341K	1.62%	12
2023 Q2	$7.27M	Sell	286,524 -4,392	-2%	-$112K	1.76%	13
2023 Q1	$7.57M	Sell	290,916 -1,468	-0.5%	-$37.6K	1.92%	14
2022 Q4	$7.35M	Sell	292,384 -4,066	-1%	-$102K	2.3%	12
2022 Q3	$7.4M	Sell	296,450 -18,303	-6%	-$480K	2.58%	11
2022 Q2	$8.29M	Sell	314,753 -13,970	-4%	-$372K	2.79%	11
2022 Q1	$9.13M	Sell	328,723 -1,090,822	-77%	-$31.2M	3.1%	11
2021 Q4	$42M	Sell	1,419,545 -60,370	-4%	-$1.8M	13.24%	2
2021 Q3	$44.2M	Buy	1,479,915 +203,552	+16%	+$6.14M	15.04%	1
2021 Q2	$38.3M	Buy	1,276,363 +72,298	+6%	+$2.16M	13.41%	2
2021 Q1	$35.7M	Buy	1,204,065 +82,125	+7%	+$2.48M	13.1%	1
2020 Q4	$34.5M	Buy	1,121,940 +48,360	+5%	+$1.49M	12.63%	1
2020 Q3	$33.1M	Buy	1,073,580 +74,313	+7%	+$2.3M	12.78%	1
2020 Q2	$30.8M	Sell	999,267 -76,323	-7%	-$2.33M	12.88%	1
2020 Q1	$32.5M	Buy	1,075,590 +119,542	+13%	+$3.55M	15.8%	1
2019 Q4	$28.1M	Buy	+956,048	New	+$28.2M	18.24%	2

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

Cerity Partners New York $82.7B AUM 28.53% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Sentinel Pension Advisors's SPAB Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q2 2026, selling an estimated $478K and leaving 95,660 shares worth $2.42M. The position accounts for 0.32% of the portfolio, ranked #36.

Sentinel Pension Advisors first reported a position in SPAB in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.2M in Q3 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Sentinel Pension Advisors held 95,660 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.42M as of Q2 2026.
Sentinel Pension Advisors sold 18,746 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $478K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.32% of Sentinel Pension Advisors's portfolio in Q2 2026, its #36 holding.
Sentinel Pension Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $44.2M in Q3 2021.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.