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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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. 81 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.
81 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.