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 Q3	$209K	Sell	8,572 -575	-6%	-$14.4K	0.02%	434
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%	+$264K	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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Cooper Financial Group's SPAB Position: Q3 2026 in Review

Cooper Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.3% in Q3 2026, selling an estimated $14.4K and leaving 8,572 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #434.

Cooper Financial Group first reported a position in SPAB in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.56M in Q4 2021. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Cooper Financial Group held 8,572 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $209K as of Q3 2026.
Cooper Financial Group sold 575 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $14.4K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #434 holding.
Cooper Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 24 quarters since.
Cooper Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.56M in Q4 2021.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.