Vestmark Advisory Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vestmark Advisory Solutions’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	$47.7M	Buy	1,860,597 +400,050	+27%	+$10.3M	0.53%	34
2025 Q4	$37.6M	Buy	1,460,547 +569,983	+64%	+$14.8M	0.51%	34
2025 Q3	$23M	Buy	890,564 +800,621	+890%	+$20.5M	0.44%	42
2025 Q2	$2.3M	Buy	+89,943	New	+$2.27M	0.03%	356
2023 Q3	–	Sell	-77,642	Closed	-$1.97M	–	805
2023 Q2	$1.97M	Sell	77,642 -3,323	-4%	-$85K	0.08%	318
2023 Q1	$2.09M	Buy	80,965 +6,482	+9%	+$166K	0.09%	295
2022 Q4	$1.87M	Sell	74,483 -4,036	-5%	-$101K	0.09%	289
2022 Q3	$1.96M	Buy	78,519 +5,686	+8%	+$149K	0.11%	257
2022 Q2	$1.92M	Buy	72,833 +5,554	+8%	+$148K	0.11%	250
2022 Q1	$1.87M	Buy	67,279 +1,867	+3%	+$53.3K	0.11%	256
2021 Q4	$1.94M	Sell	65,412 -2,502	-4%	-$74.4K	0.11%	236
2021 Q3	$2.03M	Buy	67,914 +59	+0.1%	+$1.78K	0.14%	195
2021 Q2	$2.04M	Buy	67,855 +22,067	+48%	+$658K	0.14%	185
2021 Q1	$1.36M	Sell	45,788 -7,887	-15%	-$238K	0.12%	228
2020 Q4	$1.65M	Sell	53,675 -7,082	-12%	-$218K	0.19%	160
2020 Q3	$1.87M	Sell	60,757 -1,786	-3%	-$55.3K	0.25%	125
2020 Q2	$1.93M	Sell	62,543 -5,937	-9%	-$181K	0.3%	89
2020 Q1	$2.07M	Sell	68,480 -23,853	-26%	-$709K	0.4%	57
2019 Q4	$2.85M	Buy	92,333 +76,759	+493%	+$2.26M	0.58%	47
2019 Q3	$462K	Buy	15,574 +5,372	+53%	+$158K	0.07%	313
2019 Q2	$298K	Buy	10,202 +267	+3%	+$7.64K	0.05%	410
2019 Q1	$284K	Buy	+9,935	New	+$279K	0.05%	412

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

Vestmark Advisory Solutions's SPAB Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 27% in Q1 2026, buying an estimated $10.3M and bringing the position to 1,860,597 shares worth $47.7M. The position accounts for 0.53% of the portfolio, ranked #34.

Vestmark Advisory Solutions first reported a position in SPAB in Q1 2019 and has held it in 22 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Vestmark Advisory Solutions held 1,860,597 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $47.7M as of Q1 2026.
Vestmark Advisory Solutions bought 400,050 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $10.3M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.53% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #34 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and has held it in 22 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.