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

Ehrlich 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	$207K	Hold	8,500	–	–	0.11%	118
2026 Q2	$217K	Hold	8,500	–	–	0.11%	113
2026 Q1	$218K	Hold	8,500	–	–	0.13%	107
2025 Q4	$219K	Buy	8,500 +250	+3%	+$6.47K	0.12%	102
2025 Q3	$213K	Hold	8,250	–	–	0.13%	105
2025 Q2	$211K	Hold	8,250	–	–	0.14%	104
2025 Q1	$211K	Buy	8,250 +64	+0.8%	+$1.62K	0.15%	97
2024 Q4	$205K	Buy	8,186 +400	+5%	+$10.2K	0.15%	103
2024 Q3	$204K	Buy	+7,786	New	+$201K	0.15%	106

Other funds holding SPAB

LPL Financial San Diego, California $468B AUM 17.69% 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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

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

Ehrlich Financial Group held its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) position steady in Q3 2026 at 8,500 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #118.

Ehrlich Financial Group first reported a position in SPAB in Q3 2024 and has held it in 9 quarters since. The position peaked at $219K in Q4 2025. 377 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Ehrlich Financial Group held 8,500 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $207K as of Q3 2026.
Ehrlich Financial Group left its State Street SPDR Portfolio Aggregate Bond Index ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.11% of Ehrlich Financial Group's portfolio in Q3 2026, its #118 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q3 2024 and has held it in 9 quarters since.
Ehrlich Financial Group's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $219K in Q4 2025.
377 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.