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 Q1	$46K	Buy	+1,795	New	+$46.3K	0.01%	369

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Brown, Lisle/Cummings's SPAB Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 1,795 shares worth $46K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings.

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

Brown, Lisle/Cummings held 1,795 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $46K as of Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Brown, Lisle/Cummings position in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #369 holding.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.