Comprehensive Money Management Services’s State Street SPDR Portfolio Aggregate Bond Index 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 Q2	$1.28M	Buy	50,146 +275	+0.6%	+$7.02K	0.81%	36
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 $468B AUM 17.69% 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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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 72.53% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

Comprehensive Money Management Services's SPAB Position: Q2 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 0.55% in Q2 2026, buying an estimated $7.02K and bringing the position to 50,146 shares worth $1.28M. The position accounts for 0.81% of the portfolio, ranked #36.

Comprehensive Money Management Services first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2025. 547 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Comprehensive Money Management Services held 50,146 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $1.28M as of Q2 2026.
Comprehensive Money Management Services bought 275 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q2 2026, an estimated $7.02K.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.81% of Comprehensive Money Management Services's portfolio in Q2 2026, its #36 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $1.39M in Q1 2025.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.