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Aspetuck Financial Management’s State Street SPDR Portfolio Aggregate Bond 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
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

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

Aspetuck Financial Management's SPAB Position: Q1 2026 in Review

Aspetuck Financial Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 118,995 shares worth $3.05M. The position accounts for 2.09% of the portfolio, ranked #17.

Aspetuck Financial Management first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.08M in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Aspetuck Financial Management held 118,995 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.05M as of Q1 2026.
  • Aspetuck Financial Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.09% of Aspetuck Financial Management's portfolio in Q1 2026, its #17 holding.
  • Aspetuck Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Aspetuck Financial Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.08M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.