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Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Tennessee Valley Asset Management Partners’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 		$16.5M Buy
645,763
+233,738
+57% +$6.03M 2.19% 11
2025
Q4 		$10.6M Buy
412,025
+37,063
+10% +$959K 1.38% 14
2025
Q3 		$9.69M Buy
374,962
+33,334
+10% +$853K 1.32% 16
2025
Q2 		$8.75M Buy
341,628
+11,282
+3% +$285K 2.22% 7
2025
Q1 		$8.44M Buy
330,346
+26,041
+9% +$657K 1.38% 14
2024
Q4 		$7.6M Sell
304,305
-4,154
-1% -$106K 1.27% 16
2024
Q3 		$8.06M Buy
308,459
+13,340
+5% +$344K 1.33% 16
2024
Q2 		$7.4M Buy
295,119
+8,850
+3% +$221K 1.39% 14
2024
Q1 		$7.24M Sell
286,269
-220,745
-44% -$5.58M 1.75% 10
2023
Q4 		$13M Buy
507,014
+283,477
+127% +$6.97M 1.77% 10
2023
Q3 		$5.44M Buy
223,537
+12,831
+6% +$320K 1.79% 11
2023
Q2 		$5.35M Sell
210,706
-91,431
-30% -$2.34M 1.72% 11
2023
Q1 		$7.79M Sell
302,137
-36,041
-11% -$922K 2.54% 8
2022
Q4 		$8.5M Buy
338,178
+255,003
+307% +$6.39M 2.95% 8
2022
Q3 		$2.08M Buy
83,175
+60,305
+264% +$1.58M 0.81% 18
2022
Q2 		$603K Buy
22,870
+7,532
+49% +$201K 0.23% 38
2022
Q1 		$426K Buy
15,338
+8,502
+124% +$243K 0.14% 47
2021
Q4 		$202K Buy
+6,836
New +$203K 0.07% 88

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 $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPAB Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 57% in Q1 2026, buying an estimated $6.03M and bringing the position to 645,763 shares worth $16.5M. The position accounts for 2.19% of the portfolio, ranked #11.

Tennessee Valley Asset Management Partners first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 645,763 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $16.5M as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 233,738 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $6.03M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.19% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #11 holding.
  • Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.