Baron Silver Stevens Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Baron Silver Stevens Financial Advisors’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	$488K	Buy	+19,056	New	+$492K	0.07%	84

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's SPAB Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 19,056 shares worth $488K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Baron Silver Stevens Financial Advisors held 19,056 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $488K as of Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Baron Silver Stevens Financial Advisors position in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.07% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #84 holding.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.