BFG
SPAB icon

Bleakley Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bleakley Financial Group’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 		$258K Sell
10,112
-5,846
-37% -$149K ﹤0.01% 904
2026
Q1 		$409K Buy
+15,958
New +$412K 0.01% 677

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Bleakley Financial Group's SPAB Position: Q2 2026 in Review

Bleakley Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 37% in Q2 2026, selling an estimated $149K and leaving 10,112 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Bleakley Financial Group first reported a position in SPAB in Q1 2026 and has held it in 2 quarters since. The position peaked at $409K in Q1 2026. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Bleakley Financial Group held 10,112 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $258K as of Q2 2026.
  • Bleakley Financial Group sold 5,846 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $149K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #904 holding.
  • Bleakley Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Bleakley Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $409K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.