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

Copley 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 Q1	$11M	Sell	428,720 -36,761	-8%	-$948K	6.63%	6
2025 Q4	$12M	Sell	465,481 -27,277	-6%	-$706K	7.42%	3
2025 Q3	$12.7M	Sell	492,758 -12,814	-3%	-$328K	8.71%	2
2025 Q2	$12.9M	Sell	505,572 -56,004	-10%	-$1.42M	9.6%	2
2025 Q1	$14.3M	Sell	561,576 -9,265	-2%	-$234K	10.98%	2
2024 Q4	$14.3M	Buy	570,841 +22,441	+4%	+$571K	10.92%	2
2024 Q3	$14.3M	Buy	+548,400	New	+$14.1M	13.03%	1

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 $14.1B AUM 25.71% 1-Year Est. Return

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

Copley Financial Group's SPAB Position: Q1 2026 in Review

Copley Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7.9% in Q1 2026, selling an estimated $948K and leaving 428,720 shares worth $11M. The position accounts for 6.63% of the portfolio, ranked #6.

Copley Financial Group first reported a position in SPAB in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.3M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Copley Financial Group held 428,720 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $11M as of Q1 2026.
Copley Financial Group sold 36,761 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $948K.
State Street SPDR Portfolio Aggregate Bond ETF made up 6.63% of Copley Financial Group's portfolio in Q1 2026, its #6 holding.
Copley Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $14.3M in Q1 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.