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Sound Income Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-369
Closed -$9.43K – 1699
2025
Q1 		$9.43K Hold
369
– – ﹤0.01% 918
2024
Q4 		$9.22K Buy
369
+244
+195% +$6.2K ﹤0.01% 858
2024
Q3 		$3.27K Sell
125
-920
-88% -$23.7K ﹤0.01% 1040
2024
Q2 		$26.2K Sell
1,045
-1,402
-57% -$34.9K ﹤0.01% 564
2024
Q1 		$61.9K Sell
2,447
-721
-23% -$18.2K ﹤0.01% 384
2023
Q4 		$81.2K Buy
3,168
+2,395
+310% +$58.9K 0.01% 319
2023
Q3 		$18.8K Hold
773
– – ﹤0.01% 453
2023
Q2 		$19.6K Hold
773
– – ﹤0.01% 435
2023
Q1 		$19.9K Buy
+773
New +$19.8K ﹤0.01% 423
2022
Q2 		– Sell
-1
Closed – – 945
2022
Q1 		$0 Hold
1
– – ﹤0.01% 932
2021
Q4 		$0 Hold
1
– – ﹤0.01% 883
2021
Q3 		$0 Sell
1
-1
-50% -$30 ﹤0.01% 900
2021
Q2 		$0 Sell
2
-3,889
-100% -$116K ﹤0.01% 1025
2021
Q1 		$115K Buy
3,891
+14
+0.4% +$422 0.02% 158
2020
Q4 		$119K Buy
3,877
+29
+0.8% +$891 0.03% 138
2020
Q3 		$119K Buy
3,848
+23
+0.6% +$712 0.03% 115
2020
Q2 		$118K Buy
3,825
+24
+0.6% +$733 0.04% 89
2020
Q1 		$115K Buy
3,801
+18
+0.5% +$535 0.04% 79
2019
Q4 		$111K Buy
3,783
+35
+0.9% +$1.03K 0.03% 75
2019
Q3 		$111K Buy
3,748
+27
+0.7% +$794 0.03% 79
2019
Q2 		$109K Buy
3,721
+29
+0.8% +$830 0.04% 81
2019
Q1 		$105K Buy
3,692
+19
+0.5% +$533 0.05% 83
2018
Q4 		$102K Buy
3,673
+38
+1% +$1.04K 0.05% 83
2018
Q3 		$101K Buy
3,635
+28
+0.8% +$779 0.05% 81
2018
Q2 		$101K Buy
+3,607
New +$100K 0.06% 70

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sound Income Strategies's SPAB Position: Q2 2025 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 369 shares — an estimated $9.43K sold.

Sound Income Strategies first reported a position in SPAB in Q2 2018 and held it in 25 quarters. The position peaked at $119K in Q4 2020. 506 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Sound Income Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 369 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $9.43K.
  • Sound Income Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 25 quarters.
  • Sound Income Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $119K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.