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Buck Wealth Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Buck Wealth 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 		$211K Sell
8,270
-3,243
-28% -$82.7K 0.02% 206
2026
Q1 		$295K Buy
11,513
+393
+4% +$10.1K 0.04% 138
2025
Q4 		$286K Sell
11,120
-1,988
-15% -$51.4K 0.04% 135
2025
Q3 		$339K Sell
13,108
-58
-0.4% -$1.48K 0.05% 142
2025
Q2 		$337K Buy
+13,166
New +$333K 0.05% 122

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

Buck Wealth Strategies's SPAB Position: Q2 2026 in Review

Buck Wealth Strategies reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 28% in Q2 2026, selling an estimated $82.7K and leaving 8,270 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #206.

Buck Wealth Strategies first reported a position in SPAB in Q2 2025 and has held it in 5 quarters since. The position peaked at $339K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Buck Wealth Strategies held 8,270 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $211K as of Q2 2026.
  • Buck Wealth Strategies sold 3,243 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $82.7K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #206 holding.
  • Buck Wealth Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Buck Wealth Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $339K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.