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Brown, Lisle/Cummings’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Brown, Lisle/Cummings’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 		$357K Buy
13,984
+12,189
+679% +$311K 0.08% 184
2026
Q1 		$46K Buy
+1,795
New +$46.3K 0.01% 369

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

Brown, Lisle/Cummings's SPAB Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 679% in Q2 2026, buying an estimated $311K and bringing the position to 13,984 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #184.

Brown, Lisle/Cummings first reported a position in SPAB in Q1 2026 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Brown, Lisle/Cummings held 13,984 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $357K as of Q2 2026.
  • Brown, Lisle/Cummings bought 12,189 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $311K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #184 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.