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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
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 $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

Vise Technologies's SPAB Position: Q1 2026 in Review

Vise Technologies held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 40,149 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #575.

Vise Technologies first reported a position in SPAB in Q2 2025 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Vise Technologies held 40,149 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.03M as of Q1 2026.
  • Vise Technologies left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #575 holding.
  • Vise Technologies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.