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Scheeler Financial LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Scheeler Financial LLC’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 		$1.4M Buy
+57,275
New +$1.43M 1.06% 17

Other funds holding SPAB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Scheeler Financial LLC's SPAB Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026: 57,275 shares worth $1.4M. The stake represents 1.06% of the portfolio and ranks #17 among its holdings.

38 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Scheeler Financial LLC held 57,275 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.4M as of Q3 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Scheeler Financial LLC position in Q3 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.06% of Scheeler Financial LLC's portfolio in Q3 2026, its #17 holding.
  • 38 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.