SS
SPAB icon

Sunbelt Securities’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sunbelt Securities’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
Q1 		$196K Buy
7,642
+7
+0.1% +$181 0.01% 646
2025
Q4 		$197K Hold
7,635
– – 0.01% 648
2025
Q3 		$197K Hold
7,635
– – 0.01% 647
2025
Q2 		$191K Hold
7,635
– – 0.02% 596
2025
Q1 		$195K Hold
7,635
– – 0.02% 568
2024
Q4 		$191K Sell
7,635
-1,370
-15% -$34.8K 0.02% 596
2024
Q3 		$235K Hold
9,005
– – 0.02% 550
2024
Q2 		$226K Hold
9,005
– – 0.02% 529
2024
Q1 		$228K Sell
9,005
-606
-6% -$15.3K 0.03% 502
2023
Q4 		$246K Sell
9,611
-365
-4% -$8.98K 0.03% 447
2023
Q3 		$243K Hold
9,976
– – 0.03% 441
2023
Q2 		$253K Hold
9,976
– – 0.04% 419
2023
Q1 		$256K Sell
9,976
-1,469
-13% -$37.6K 0.04% 389
2022
Q4 		$288K Sell
11,445
-1,676
-13% -$42K 0.06% 360
2022
Q3 		$327K Sell
13,121
-276
-2% -$7.24K 0.07% 306
2022
Q2 		$353K Sell
13,397
-29
-0.2% -$773 0.07% 304
2022
Q1 		$373K Buy
13,426
+1
+0% +$29 0.07% 311
2021
Q4 		$385K Sell
13,425
-211
-2% -$6.27K 0.06% 317
2021
Q3 		$411K Hold
13,636
– – 0.07% 291
2021
Q2 		$411K Sell
13,636
-598
-4% -$17.8K 0.07% 291
2021
Q1 		$422K Sell
14,234
-309
-2% -$9.32K 0.08% 271
2020
Q4 		$448K Buy
14,543
+157
+1% +$4.82K 0.09% 245
2020
Q3 		$448K Buy
14,386
+51
+0.4% +$1.58K 0.12% 210
2020
Q2 		$442K Hold
14,335
– – 0.15% 172
2020
Q1 		$433K Sell
14,335
-7,974
-36% -$237K 0.02% 241
2019
Q4 		$655K Buy
22,309
+1,088
+5% +$32.1K 0.07% 262
2019
Q3 		$629K Buy
21,221
+9,522
+81% +$280K 0.07% 253
2019
Q2 		$341K Buy
11,699
+1,853
+19% +$53K 0.15% 179
2019
Q1 		$281K Buy
9,846
+590
+6% +$16.6K 0.14% 183
2018
Q4 		$258K Sell
9,256
-445
-5% -$12.2K 0.15% 174
2018
Q3 		$269K Hold
9,701
– – 0.14% 173
2018
Q2 		$271K Sell
9,701
-237
-2% -$6.6K 0.16% 173
2018
Q1 		$280K Buy
9,938
+1,212
+14% +$34.2K 0.26% 136
2017
Q4 		$251K Buy
+8,726
New +$251K 0.24% 139

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Sunbelt Securities's SPAB Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.09% in Q1 2026, buying an estimated $181 and bringing the position to 7,642 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #646.

Sunbelt Securities first reported a position in SPAB in Q4 2017 and has held it in 34 quarters since. The position peaked at $655K in Q4 2019. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Sunbelt Securities held 7,642 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $196K as of Q1 2026.
  • Sunbelt Securities bought 7 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $181.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #646 holding.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Sunbelt Securities's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $655K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.