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Action Point Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Action Point Financial Planning’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 		$4.59K Buy
+180
New +$4.59K ﹤0.01% 1858

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

Action Point Financial Planning's SPAB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 180 shares worth $4.59K. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings.

534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Action Point Financial Planning held 180 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.59K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Action Point Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1858 holding.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.