Bernardo Wealth Planning
SPAB icon

Bernardo Wealth Planning’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Bernardo Wealth Planning’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 		$7.21M Buy
+296,142
New +$7.42M 0.61% 29

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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

Bernardo Wealth Planning's SPAB Position: Q3 2026 in Review

Bernardo Wealth Planning opened a new position in State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) in Q3 2026: 296,142 shares worth $7.21M. The stake represents 0.61% of the portfolio and ranks #29 among its holdings.

352 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Bernardo Wealth Planning held 296,142 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $7.21M as of Q3 2026.
  • State Street SPDR Portfolio Aggregate Bond Index ETF was a new Bernardo Wealth Planning position in Q3 2026.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.61% of Bernardo Wealth Planning's portfolio in Q3 2026, its #29 holding.
  • 352 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.