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Beacon Financial Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Beacon Financial Strategies’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 		$32.6K Buy
+1,278
New +$32.6K 0.02% 128

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Beacon Financial Strategies's SPAB Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 1,278 shares worth $32.6K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

74 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Beacon Financial Strategies held 1,278 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $32.6K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #128 holding.
  • 74 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.