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Cooper Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cooper Financial Group’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 		$233K Buy
9,147
+29
+0.3% +$740 0.02% 398
2026
Q1 		$234K Buy
+9,118
New +$235K 0.02% 377
2025
Q1 		– Sell
-94,276
Closed -$2.36M – 409
2024
Q4 		$2.36M Sell
94,276
-2,708
-3% -$68.8K 0.28% 60
2024
Q3 		$2.54M Buy
96,984
+980
+1% +$25.2K 0.33% 58
2024
Q2 		$2.41M Buy
96,004
+17,919
+23% +$447K 0.35% 51
2024
Q1 		$1.97M Sell
78,085
-522
-0.7% -$13.2K 0.32% 57
2023
Q4 		$2.02M Sell
78,607
-3,550
-4% -$87.3K 0.37% 53
2023
Q3 		$2M Buy
82,157
+3,807
+5% +$94.8K 0.48% 41
2023
Q2 		$1.99M Buy
78,350
+28,455
+57% +$728K 0.49% 43
2023
Q1 		$1.29M Buy
49,895
+2,875
+6% +$73.5K 0.35% 70
2022
Q4 		$1.18M Buy
47,020
+2,000
+4% +$50.1K 0.36% 68
2022
Q3 		$1.12M Buy
45,020
+2,351
+6% +$61.6K 0.4% 63
2022
Q2 		$1.12M Sell
42,669
-79,500
-65% -$2.12M 0.41% 63
2022
Q1 		$3.4M Buy
122,169
+1,974
+2% +$56.4K 1.29% 12
2021
Q4 		$3.56M Buy
120,195
+16,779
+16% +$499K 1.34% 13
2021
Q3 		$3.09M Buy
103,416
+8,774
+9% +$265K 0.64% 30
2021
Q2 		$2.84M Buy
94,642
+5,155
+6% +$154K 0.58% 32
2021
Q1 		$2.65M Buy
89,487
+8,719
+11% +$263K 0.6% 29
2020
Q4 		$2.49M Buy
80,768
+6,044
+8% +$186K 0.51% 34
2020
Q3 		$2.3M Buy
74,724
+59,202
+381% +$1.83M 0.66% 27
2020
Q2 		$479K Buy
15,522
+1,794
+13% +$54.8K 0.16% 97
2020
Q1 		$415K Buy
13,728
+4,675
+52% +$139K 0.17% 86
2019
Q4 		$266K Buy
+9,053
New +$267K 0.11% 120

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

Cooper Financial Group's SPAB Position: Q2 2026 in Review

Cooper Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.32% in Q2 2026, buying an estimated $740 and bringing the position to 9,147 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #398.

Cooper Financial Group first reported a position in SPAB in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.56M in Q4 2021. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Cooper Financial Group held 9,147 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $233K as of Q2 2026.
  • Cooper Financial Group bought 29 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $740.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #398 holding.
  • Cooper Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Cooper Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.56M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.