SSC
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Syverson Strege & Co’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Syverson Strege & Co’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
-9,820
Closed -$254K – 177
2025
Q3 		$254K Hold
9,820
– – 0.06% 135
2025
Q2 		$251K Hold
9,820
– – 0.06% 137
2025
Q1 		$251K Buy
9,820
+65
+0.7% +$1.64K 0.08% 67
2024
Q4 		$244K Buy
9,755
+124
+1% +$3.15K 0.08% 68
2024
Q3 		$252K Buy
9,631
+91
+1% +$2.34K 0.08% 56
2024
Q2 		$239K Buy
9,540
+91
+1% +$2.27K 0.08% 67
2024
Q1 		$239K Buy
9,449
+57
+0.6% +$1.44K 0.09% 63
2023
Q4 		$241K Buy
9,392
+116
+1% +$2.85K 0.09% 61
2023
Q3 		$226K Sell
9,276
-12,625
-58% -$315K 0.1% 53
2023
Q2 		$556K Buy
21,901
+74
+0.3% +$1.89K 0.24% 29
2023
Q1 		$563K Buy
21,827
+46
+0.2% +$1.18K 0.24% 32
2022
Q4 		$547K Buy
21,781
+25
+0.1% +$626 0.25% 33
2022
Q3 		$543K Sell
21,756
-16,411
-43% -$430K 0.28% 31
2022
Q2 		$1.01M Buy
38,167
+146
+0.4% +$3.89K 0.37% 26
2022
Q1 		$1.06M Buy
38,021
+87
+0.2% +$2.49K 1.15% 16
2021
Q4 		$1.12M Buy
37,934
+169
+0.4% +$5.03K 0.83% 20
2021
Q3 		$1.13M Buy
37,765
+127
+0.3% +$3.83K 0.9% 18
2021
Q2 		$1.13M Buy
37,638
+135
+0.4% +$4.03K 1.01% 16
2021
Q1 		$1.11M Buy
37,503
+89
+0.2% +$2.69K 1.16% 15
2020
Q4 		$1.15M Buy
+37,414
New +$1.15M 1.1% 15

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 $3.37T 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
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

Syverson Strege & Co's SPAB Position: Q4 2025 in Review

Syverson Strege & Co sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 9,820 shares — an estimated $254K sold.

Syverson Strege & Co first reported a position in SPAB in Q4 2020 and held it in 20 quarters. The position peaked at $1.15M in Q4 2020. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Syverson Strege & Co reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 9,820 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $254K.
  • Syverson Strege & Co first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 20 quarters.
  • Syverson Strege & Co's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.15M in Q4 2020.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Syverson Strege & Co's 13F filing for Q4 2025, filed 9 Feb 2026.