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SIA
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B 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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
ETC
Exchange Traded Concepts
Oklahoma City, Oklahoma
$13B AUM
25.71%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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