CFA
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Cahill Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cahill Financial Advisors’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 		$3.46M Buy
135,518
+6,971
+5% +$178K 0.33% 54
2026
Q1 		$3.29M Buy
128,547
+5,365
+4% +$138K 0.36% 51
2025
Q4 		$3.17M Buy
123,182
+7,000
+6% +$181K 0.35% 51
2025
Q3 		$3M Buy
116,182
+3,446
+3% +$88.2K 0.34% 50
2025
Q2 		$2.89M Buy
112,736
+4,508
+4% +$114K 0.36% 47
2025
Q1 		$2.76M Buy
108,228
+1,415
+1% +$35.7K 0.38% 47
2024
Q4 		$2.67M Sell
106,813
-4,282
-4% -$109K 0.36% 48
2024
Q3 		$2.9M Sell
111,095
-992
-0.9% -$25.6K 0.4% 45
2024
Q2 		$2.81M Buy
112,087
+5,384
+5% +$134K 0.39% 51
2024
Q1 		$2.7M Buy
106,703
+10,101
+10% +$255K 0.37% 53
2023
Q4 		$2.48M Buy
96,602
+10,663
+12% +$262K 0.37% 57
2023
Q3 		$2.09M Buy
85,939
+7,363
+9% +$183K 0.35% 59
2023
Q2 		$1.99M Buy
78,576
+18,201
+30% +$466K 0.32% 65
2023
Q1 		$1.56M Buy
60,375
+9,624
+19% +$246K 0.28% 81
2022
Q4 		$1.28M Buy
50,751
+9,045
+22% +$227K 0.25% 101
2022
Q3 		$1.04M Buy
+41,706
New +$1.09M 0.22% 105

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 $3.37T AUM 44.26% 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 22.96% 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

Cahill Financial Advisors's SPAB Position: Q2 2026 in Review

Cahill Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.4% in Q2 2026, buying an estimated $178K and bringing the position to 135,518 shares worth $3.46M. The position accounts for 0.33% of the portfolio, ranked #54.

Cahill Financial Advisors first reported a position in SPAB in Q3 2022 and has held it in 16 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Cahill Financial Advisors held 135,518 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.46M as of Q2 2026.
  • Cahill Financial Advisors bought 6,971 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $178K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.33% of Cahill Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Cahill Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.