UCFA
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United Capital Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

United Capital Financial Advisors’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 		$7.96M Sell
312,210
-6,082
-2% -$155K 0.04% 290
2026
Q1 		$8.15M Buy
318,292
+42,611
+15% +$1.1M 0.05% 268
2025
Q4 		$7.1M Sell
275,681
-51,373
-16% -$1.33M 0.04% 296
2025
Q3 		$8.45M Sell
327,054
-1,456
-0.4% -$37.3K 0.06% 234
2025
Q2 		$8.41M Sell
328,510
-29,892
-8% -$756K 0.07% 219
2025
Q1 		$9.15M Buy
358,402
+802
+0.2% +$20.2K 0.08% 194
2024
Q4 		$8.94M Sell
357,600
-36,290
-9% -$923K 0.08% 196
2024
Q3 		$10.3M Sell
393,890
-16,175
-4% -$417K 0.08% 181
2024
Q2 		$10.3M Sell
410,065
-3,050
-0.7% -$76K 0.09% 173
2024
Q1 		$10.4M Sell
413,115
-43,345
-9% -$1.1M 0.09% 180
2023
Q4 		$11.7M Sell
456,460
-20,655
-4% -$508K 0.1% 173
2023
Q3 		$11.6M Sell
477,115
-4,295
-0.9% -$107K 0.08% 212
2023
Q2 		$12.2M Sell
481,410
-516
-0.1% -$13.2K 0.07% 215
2023
Q1 		$12.4M Buy
481,926
+786
+0.2% +$20.1K 0.07% 213
2022
Q4 		$12.1M Sell
481,140
-83,545
-15% -$2.09M 0.07% 226
2022
Q3 		$14.1M Sell
564,685
-199,130
-26% -$5.22M 0.08% 204
2022
Q2 		$20.1M Buy
763,815
+6,678
+0.9% +$178K 0.11% 176
2022
Q1 		$21M Buy
757,137
+3,738
+0.5% +$107K 0.1% 182
2021
Q4 		$22.3M Buy
753,399
+23,266
+3% +$692K 0.1% 187
2021
Q3 		$21.8M Buy
730,133
+41,772
+6% +$1.26M 0.11% 182
2021
Q2 		$20.7M Sell
688,361
-228
-0% -$6.8K 0.1% 187
2021
Q1 		$20.4M Sell
688,589
-76,428
-10% -$2.31M 0.11% 176
2020
Q4 		$23.6M Sell
765,017
-149,498
-16% -$4.59M 0.14% 162
2020
Q3 		$28.2M Buy
914,515
+65,309
+8% +$2.02M 0.18% 119
2020
Q2 		$26.2M Sell
849,206
-37,762
-4% -$1.15M 0.19% 116
2020
Q1 		$26.8M Buy
886,968
+8,375
+1% +$249K 0.22% 98
2019
Q4 		$25.8M Buy
878,593
+133,893
+18% +$3.95M 0.17% 139
2019
Q3 		$22.1M Buy
744,700
+261,192
+54% +$7.68M 0.15% 153
2019
Q2 		$14.1M Buy
483,508
+222,035
+85% +$6.36M 0.09% 239
2019
Q1 		$7.46M Buy
261,473
+213,480
+445% +$5.99M 0.05% 335
2018
Q4 		$1.34M Buy
+47,993
New +$1.32M 0.01% 644
2018
Q2 		– Sell
-8,053
Closed -$227K – 1358
2018
Q1 		$227K Sell
8,053
-7,591
-49% -$214K ﹤0.01% 1196
2017
Q4 		$450K Sell
15,644
-11,054
-41% -$318K ﹤0.01% 985
2017
Q3 		$770K Sell
26,698
-23,580
-47% -$681K 0.01% 840
2017
Q2 		$1.45M Sell
50,278
-4,104
-8% -$118K 0.01% 660
2017
Q1 		$1.55M Buy
+54,382
New +$1.55M 0.01% 627
2016
Q4 		– Sell
-10,732
Closed -$318K – 1319
2016
Q3 		$318K Sell
10,732
-186
-2% -$5.52K ﹤0.01% 1058
2016
Q2 		$322K Buy
+10,918
New +$321K ﹤0.01% 1016

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

United Capital Financial Advisors's SPAB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.9% in Q2 2026, selling an estimated $155K and leaving 312,210 shares worth $7.96M. The position accounts for 0.04% of the portfolio, ranked #290.

United Capital Financial Advisors first reported a position in SPAB in Q2 2016 and has held it in 38 quarters since. The position peaked at $28.2M in Q3 2020. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • United Capital Financial Advisors held 312,210 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.96M as of Q2 2026.
  • United Capital Financial Advisors sold 6,082 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $155K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2016 and has held it in 38 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $28.2M in Q3 2020.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.