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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AMJ Financial Wealth Management's SPAB Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.2% in Q1 2026, buying an estimated $12.2K and bringing the position to 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 14 quarters since. The position peaked at $396K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • AMJ Financial Wealth Management held 15,389 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $394K as of Q1 2026.
  • AMJ Financial Wealth Management bought 473 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $12.2K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of AMJ Financial Wealth Management's portfolio in Q1 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 14 quarters since.
  • AMJ Financial Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $396K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.