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Vise Technologies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vise Technologies’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 		$2.28M Buy
89,394
+49,245
+123% +$1.26M 0.03% 494
2026
Q1 		$1.03M Hold
40,149
– – 0.02% 575
2025
Q4 		$1.03M Buy
40,149
+26,697
+198% +$691K 0.02% 579
2025
Q3 		$348K Sell
13,452
-7,343
-35% -$188K 0.01% 828
2025
Q2 		$532K Buy
+20,795
New +$526K 0.02% 623

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

Vise Technologies's SPAB Position: Q2 2026 in Review

Vise Technologies increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 123% in Q2 2026, buying an estimated $1.26M and bringing the position to 89,394 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #494.

Vise Technologies first reported a position in SPAB in Q2 2025 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Vise Technologies held 89,394 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.28M as of Q2 2026.
  • Vise Technologies bought 49,245 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.26M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #494 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.