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Synergy Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Synergy Investment Management’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
-1,531
Closed -$39.1K – 492
2025
Q1 		$39.1K Hold
1,531
– – 0.02% 254
2024
Q4 		$38.3K Buy
+1,531
New +$38.9K 0.02% 263

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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 $7B AUM 14.85% 1-Year Est. Return

Synergy Investment Management's SPAB Position: Q2 2025 in Review

Synergy Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 1,531 shares — an estimated $39.1K sold.

Synergy Investment Management first reported a position in SPAB in Q4 2024 and held it in 2 quarters. The position peaked at $39.1K in Q1 2025. 507 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Synergy Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 1,531 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $39.1K.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $39.1K in Q1 2025.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.