Comprehensive Money Management Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Comprehensive Money Management Services’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	$1.28M	Hold	49,871	–	–	0.84%	35
2025 Q4	$1.28M	Hold	49,871	–	–	0.89%	32
2025 Q3	$1.29M	Buy	49,871 +205	+0.4%	+$5.25K	0.91%	31
2025 Q2	$1.27M	Sell	49,666 -4,703	-9%	-$119K	0.96%	26
2025 Q1	$1.39M	Buy	54,369 +1,530	+3%	+$38.6K	1.12%	20
2024 Q4	$1.32M	Buy	+52,839	New	+$1.34M	1.09%	23

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Comprehensive Money Management Services's SPAB Position: Q1 2026 in Review

Comprehensive Money Management Services held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 49,871 shares worth $1.28M. The position accounts for 0.84% of the portfolio, ranked #35.

Comprehensive Money Management Services first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Comprehensive Money Management Services held 49,871 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.28M as of Q1 2026.
Comprehensive Money Management Services left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.84% of Comprehensive Money Management Services's portfolio in Q1 2026, its #35 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.39M in Q1 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.