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 Q3	$7.27M	Sell	298,507 -13,872	-4%	-$347K	1.14%	16
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	$9.6M	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

VisionPoint Advisory Group's SPAB Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.4% in Q3 2026, selling an estimated $347K and leaving 298,507 shares worth $7.27M. The position accounts for 1.14% of the portfolio, ranked #16.

VisionPoint Advisory Group first reported a position in SPAB in Q2 2020 and has held it in 26 quarters since. The position peaked at $11.9M in Q4 2022. 94 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

VisionPoint Advisory Group held 298,507 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.27M as of Q3 2026.
VisionPoint Advisory Group sold 13,872 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $347K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.14% of VisionPoint Advisory Group's portfolio in Q3 2026, its #16 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 26 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.9M in Q4 2022.
94 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.