CFD
SPAB icon

Creative Financial Designs’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Creative Financial Designs’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 		$4.25M Buy
165,708
+3,543
+2% +$91.4K 0.26% 83
2025
Q4 		$4.18M Buy
162,165
+15,107
+10% +$391K 0.26% 84
2025
Q3 		$3.8M Buy
147,058
+43,841
+42% +$1.12M 0.26% 88
2025
Q2 		$2.64M Buy
103,217
+40,887
+66% +$1.03M 0.19% 114
2025
Q1 		$1.59M Buy
62,330
+56,083
+898% +$1.41M 0.13% 136
2024
Q4 		$156K Buy
6,247
+6,143
+5,907% +$156K 0.01% 501
2024
Q3 		$2.72K Hold
104
– – ﹤0.01% 1493
2024
Q2 		$2.61K Hold
104
– – ﹤0.01% 1448
2024
Q1 		$2.63K Buy
104
+102
+5,100% +$2.58K ﹤0.01% 1444
2023
Q4 		$51 Sell
2
-924
-100% -$22.7K ﹤0.01% 1587
2023
Q3 		$22.5K Buy
+926
New +$23.1K ﹤0.01% 826

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return