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Shared Vision Wealth Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Shared Vision Wealth 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 		$874K Buy
+34,260
New +$874K 0.3% 53

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
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
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

Shared Vision Wealth Group's SPAB Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 34,260 shares worth $874K. The stake represents 0.3% of the portfolio and ranks #53 among its holdings.

536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Shared Vision Wealth Group held 34,260 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $874K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Shared Vision Wealth Group position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.3% of Shared Vision Wealth Group's portfolio in Q2 2026, its #53 holding.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.