SPIA
SPAB icon

Steward Partners Investment Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Steward Partners Investment Advisory’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 		$38.2K Buy
1,496
+239
+19% +$6.1K ﹤0.01% 3098
2026
Q1 		$32.2K Buy
1,257
+198
+19% +$5.11K ﹤0.01% 3011
2025
Q4 		$27.3K Sell
1,059
-31
-3% -$802 ﹤0.01% 2997
2025
Q3 		$28.2K Sell
1,090
-181
-14% -$4.63K ﹤0.01% 2925
2025
Q2 		$32.5K Buy
1,271
+675
+113% +$17.1K ﹤0.01% 2690
2025
Q1 		$15.2K Hold
596
– – ﹤0.01% 2921
2024
Q4 		$14.9K Sell
596
-196
-25% -$4.98K ﹤0.01% 2921
2024
Q3 		$20.7K Hold
792
– – ﹤0.01% 2653
2024
Q2 		$19.9K Sell
792
-2,583
-77% -$64.4K ﹤0.01% 2547
2024
Q1 		$85.3K Buy
3,375
+2,988
+772% +$75.5K ﹤0.01% 1846
2023
Q4 		$9.92K Hold
387
– – ﹤0.01% 2719
2023
Q3 		$9.42K Hold
387
– – ﹤0.01% 2622
2023
Q2 		$9.82K Hold
387
– – ﹤0.01% 2574
2023
Q1 		$9.98K Buy
+387
New +$9.9K ﹤0.01% 2542
2021
Q3 		– Sell
-506
Closed -$15K – 3321
2021
Q2 		$15K Sell
506
-200
-28% -$5.97K ﹤0.01% 5510
2021
Q1 		$20.9K Hold
706
– – ﹤0.01% 2455
2020
Q4 		$22K Sell
706
-594
-46% -$18.2K ﹤0.01% 2020
2020
Q3 		$40K Buy
1,300
+594
+84% +$18.4K ﹤0.01% 1604
2020
Q2 		$22K Buy
+706
New +$21.6K ﹤0.01% 1740

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

Steward Partners Investment Advisory's SPAB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 19% in Q2 2026, buying an estimated $6.1K and bringing the position to 1,496 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Steward Partners Investment Advisory first reported a position in SPAB in Q2 2020 and has held it in 19 quarters since. The position peaked at $85.3K in Q1 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Steward Partners Investment Advisory held 1,496 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $38.2K as of Q2 2026.
  • Steward Partners Investment Advisory bought 239 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $6.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3098 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $85.3K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.