United Advisor Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

United Advisor Group’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 Q2	$1.66M	Buy	64,918 +2,067	+3%	+$52.7K	0.17%	149
2026 Q1	$1.61M	Buy	62,851 +10,256	+19%	+$265K	0.2%	128
2025 Q4	$1.35M	Buy	52,595 +11,035	+27%	+$286K	0.17%	148
2025 Q3	$1.07M	Buy	41,560 +9,356	+29%	+$239K	0.14%	156
2025 Q2	$824K	Buy	32,204 +22,792	+242%	+$576K	0.14%	153
2025 Q1	$240K	Buy	+9,412	New	+$237K	0.05%	310

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

United Advisor Group's SPAB Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.3% in Q2 2026, buying an estimated $52.7K and bringing the position to 64,918 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #149.

United Advisor Group first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

United Advisor Group held 64,918 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.66M as of Q2 2026.
United Advisor Group bought 2,067 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $52.7K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.17% of United Advisor Group's portfolio in Q2 2026, its #149 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.