Ehrlich Financial Group’s State Street SPDR Portfolio Aggregate Bond 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 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%	+$1.61K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return