Bullock Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bullock Wealth Management’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	$121K	Buy	4,748 +48	+1%	+$1.22K	0.05%	210
2026 Q1	$120K	Buy	4,700 +30	+0.6%	+$774	0.06%	203
2025 Q4	$120K	Buy	4,670 +62	+1%	+$1.6K	0.06%	202
2025 Q3	$119K	Buy	4,608 +46	+1%	+$1.18K	0.06%	200
2025 Q2	$116K	Buy	4,562 +45	+1%	+$1.14K	0.06%	189
2025 Q1	$115K	Buy	4,517 +30	+0.7%	+$757	0.06%	190
2024 Q4	$112K	Buy	4,487 +57	+1%	+$1.45K	0.07%	194
2024 Q3	$116K	Buy	4,430 +42	+1%	+$1.08K	0.07%	179
2024 Q2	$109K	Buy	4,388 +41	+0.9%	+$1.02K	0.07%	179
2024 Q1	$109K	Buy	+4,347	New	+$110K	0.07%	179

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Bullock Wealth Management's SPAB Position: Q2 2026 in Review

Bullock Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1% in Q2 2026, buying an estimated $1.22K and bringing the position to 4,748 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #210.

Bullock Wealth Management first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Bullock Wealth Management held 4,748 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $121K as of Q2 2026.
Bullock Wealth Management bought 48 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.22K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Bullock Wealth Management's portfolio in Q2 2026, its #210 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.