VAG
SPAB icon

VisionPoint Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

VisionPoint Advisory 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 		$7.97M Sell
312,379
-25,072
-7% -$640K 1.3% 12
2026
Q1 		$8.65M Buy
337,451
+19,559
+6% +$505K 1.63% 9
2025
Q4 		$8.19M Buy
317,892
+4,601
+1% +$119K 1.59% 9
2025
Q3 		$8.1M Sell
313,291
-31,853
-9% -$815K 1.62% 10
2025
Q2 		$8.84M Buy
345,144
+15,257
+5% +$386K 1.92% 6
2025
Q1 		$8.43M Buy
329,887
+10,366
+3% +$262K 2.89% 4
2024
Q4 		$7.99M Sell
319,521
-46,103
-13% -$1.17M 2.73% 5
2024
Q3 		$9.56M Buy
365,624
+54,481
+18% +$1.4M 3.23% 4
2024
Q2 		$7.81M Sell
311,143
-3,806
-1% -$94.9K 2.77% 3
2024
Q1 		$7.96M Sell
314,949
-11,437
-4% -$289K 2.87% 3
2023
Q4 		$8.37M Buy
326,386
+19,342
+6% +$476K 3.09% 3
2023
Q3 		$7.47M Buy
307,044
+9,570
+3% +$238K 3.2% 5
2023
Q2 		$7.55M Sell
297,474
-121,389
-29% -$3.11M 3.09% 6
2023
Q1 		$10.8M Sell
418,863
-47,028
-10% -$1.2M 4.78% 3
2022
Q4 		$11.9M Buy
465,891
+20,754
+5% +$520K 4.92% 4
2022
Q3 		$11.1M Buy
445,137
+23,729
+6% +$622K 5.34% 2
2022
Q2 		$11.2M Buy
421,408
+129,893
+45% +$3.46M 4.44% 2
2022
Q1 		$7.78M Buy
291,515
+216,648
+289% +$6.19M 3.6% 7
2021
Q4 		$2.15M Buy
74,867
+11,511
+18% +$342K 0.94% 33
2021
Q3 		$1.9M Sell
63,356
-79,588
-56% -$2.4M 0.85% 33
2021
Q2 		$4.29M Sell
142,944
-9,946
-7% -$297K 1.91% 16
2021
Q1 		$4.53M Buy
152,890
+24,374
+19% +$735K 2.17% 9
2020
Q4 		$3.96M Buy
128,516
+81,020
+171% +$2.49M 1.99% 8
2020
Q3 		$1.46M Sell
47,496
-67,856
-59% -$2.1M 0.63% 32
2020
Q2 		$3.59M Buy
+115,352
New +$3.52M 1.45% 11

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 $3.37T AUM 44.26% 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 22.96% 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
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

VisionPoint Advisory Group's SPAB Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.4% in Q2 2026, selling an estimated $640K and leaving 312,379 shares worth $7.97M. The position accounts for 1.3% of the portfolio, ranked #12.

VisionPoint Advisory Group first reported a position in SPAB in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.9M in Q4 2022. 538 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • VisionPoint Advisory Group held 312,379 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.97M as of Q2 2026.
  • VisionPoint Advisory Group sold 25,072 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $640K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.3% of VisionPoint Advisory Group's portfolio in Q2 2026, its #12 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • VisionPoint Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.9M in Q4 2022.
  • 538 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.