Aspetuck Financial Management
SPAB icon

Aspetuck Financial Management’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Aspetuck Financial 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
Q3 		$2.71M Sell
111,317
-7,626
-6% -$191K 1.73% 19
2026
Q2 		$3.04M Sell
118,943
-52
-0% -$1.33K 1.79% 17
2026
Q1 		$3.05M Hold
118,995
– – 2.09% 17
2025
Q4 		$3.06M Sell
118,995
-70
-0.1% -$1.81K 2.06% 18
2025
Q3 		$3.08M Sell
119,065
-101
-0.1% -$2.58K 2.11% 19
2025
Q2 		$3.05M Hold
119,166
– – 2.3% 17
2025
Q1 		$3.04M Sell
119,166
-125
-0.1% -$3.15K 2.62% 13
2024
Q4 		$2.98M Buy
+119,291
New +$3.03M 2.32% 14

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Willow Creek Wealth Management
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Wealthcare Advisory Partners
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Creative Planning
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AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Aspetuck Financial Management's SPAB Position: Q3 2026 in Review

Aspetuck Financial Management reduced its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 6.4% in Q3 2026, selling an estimated $191K and leaving 111,317 shares worth $2.71M. The position accounts for 1.73% of the portfolio, ranked #19.

Aspetuck Financial Management first reported a position in SPAB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.08M in Q3 2025. 307 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Aspetuck Financial Management held 111,317 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $2.71M as of Q3 2026.
  • Aspetuck Financial Management sold 7,626 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $191K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 1.73% of Aspetuck Financial Management's portfolio in Q3 2026, its #19 holding.
  • Aspetuck Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2024 and has held it in 8 quarters since.
  • Aspetuck Financial Management's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $3.08M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Aspetuck Financial Management's 13F filing for Q3 2026, filed 4 Nov 2026.