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Strategic Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Strategic Investment 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
2025
Q4 		– Sell
-56,534
Closed -$1.55K – 270
2025
Q3 		$1.55K Buy
+56,534
New +$1.45M ﹤0.01% 263
2023
Q1 		– Sell
-17,769
Closed -$447K – 248
2022
Q4 		$447K Buy
+17,769
New +$445K 0.09% 161
2022
Q3 		– Sell
-10,847
Closed -$286K – 202
2022
Q2 		$286K Buy
+10,847
New +$289K 0.06% 177
2022
Q1 		– Sell
-11,654
Closed -$345K – 203
2021
Q4 		$345K Sell
11,654
-2,117
-15% -$63K 0.07% 173
2021
Q3 		$411K Buy
13,771
+7,069
+105% +$213K 0.09% 157
2021
Q2 		$201K Buy
+6,702
New +$200K 0.05% 184
2020
Q4 		– Sell
-9,086
Closed -$280K – 209
2020
Q3 		$280K Sell
9,086
-16,062
-64% -$497K 0.09% 147
2020
Q2 		$776K Sell
25,148
-6,335
-20% -$193K 0.29% 66
2020
Q1 		$951K Buy
31,483
+3,749
+14% +$111K 0.44% 53
2019
Q4 		$815K Sell
27,734
-5,294
-16% -$156K 0.34% 63
2019
Q3 		$979K Buy
33,028
+25,615
+346% +$754K 0.47% 49
2019
Q2 		$219K Sell
7,413
-1,800
-20% -$51.5K 0.12% 138
2019
Q1 		$263K Sell
9,213
-847
-8% -$23.8K 0.18% 100
2018
Q4 		$280K Buy
+10,060
New +$277K 0.25% 82

Other funds holding SPAB

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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Investment Advisors's SPAB Position: Q4 2025 in Review

Strategic Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 56,534 shares — an estimated $1.55K sold.

Strategic Investment Advisors first reported a position in SPAB in Q4 2018 and held it in 14 quarters. The position peaked at $979K in Q3 2019. 529 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Strategic Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 56,534 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $1.55K.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 14 quarters.
  • Strategic Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $979K in Q3 2019.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Strategic Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.