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True Vision MN’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

True Vision MN’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 		$316K Buy
+12,337
New +$318K 0.16% 82
2025
Q3 		– Sell
-17,411
Closed -$446K – 116
2025
Q2 		$446K Buy
+17,411
New +$440K 0.25% 81

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

True Vision MN's SPAB Position: Q1 2026 in Review

True Vision MN opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 12,337 shares worth $316K. The stake represents 0.16% of the portfolio and ranks #82 among its holdings. This is a return to the name: True Vision MN previously reported a position in SPAB as recently as Q2 2025.

True Vision MN first reported a position in SPAB in Q2 2025 and has held it in 2 quarters since. The position peaked at $446K in Q2 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • True Vision MN held 12,337 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $316K as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new True Vision MN position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of True Vision MN's portfolio in Q1 2026, its #82 holding.
  • True Vision MN first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • True Vision MN's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $446K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.