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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Ehrlich Financial Group's SPAB Position: Q2 2026 in Review

Ehrlich Financial Group held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 8,500 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #113.

Ehrlich Financial Group first reported a position in SPAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $219K in Q4 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Ehrlich Financial Group held 8,500 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $217K as of Q2 2026.
Ehrlich Financial Group left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Ehrlich Financial Group's portfolio in Q2 2026, its #113 holding.
Ehrlich Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Ehrlich Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $219K in Q4 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.