AFWM
SPAB icon

AMJ Financial Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

AMJ Financial Wealth Management’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 		$394K Hold
15,389
– – 0.09% 71
2026
Q1 		$394K Buy
15,389
+473
+3% +$12.2K 0.09% 71
2025
Q4 		$384K Sell
14,916
-411
-3% -$10.6K 0.09% 78
2025
Q3 		$396K Buy
15,327
+672
+5% +$17.2K 0.09% 71
2025
Q2 		$375K Buy
14,655
+440
+3% +$11.1K 0.09% 71
2025
Q1 		$363K Buy
14,215
+1,475
+12% +$37.2K 0.11% 72
2024
Q4 		$318K Buy
12,740
+1,066
+9% +$27.1K 0.09% 78
2024
Q3 		$305K Sell
11,674
-259
-2% -$6.67K 0.09% 78
2024
Q2 		$299K Buy
11,933
+165
+1% +$4.11K 0.09% 72
2024
Q1 		$297K Buy
11,768
+2,016
+21% +$51K 0.1% 68
2023
Q4 		$250K Buy
9,752
+276
+3% +$6.79K 0.11% 62
2023
Q3 		$231K Buy
9,476
+682
+8% +$17K 0.11% 60
2023
Q2 		$223K Buy
+8,794
New +$225K 0.1% 67
2022
Q2 		– Sell
-7,442
Closed -$207K – 82
2022
Q1 		$207K Sell
7,442
-20
-0.3% -$571 0.08% 83
2021
Q4 		$221K Buy
+7,462
New +$222K 0.08% 91

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

AMJ Financial Wealth Management's SPAB Position: Q2 2026 in Review

AMJ Financial Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 15,389 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #71.

AMJ Financial Wealth Management first reported a position in SPAB in Q4 2021 and has held it in 15 quarters since. The position peaked at $396K in Q3 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • AMJ Financial Wealth Management held 15,389 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $394K as of Q2 2026.
  • AMJ Financial Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #71 holding.
  • AMJ Financial Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • AMJ Financial Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $396K in Q3 2025.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.