Fermata Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fermata Advisors’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	$1.05M	Sell	43,183 -34,690	-45%	-$869K	0.2%	111
2026 Q2	$1.99M	Sell	77,873 -2,198	-3%	-$56.1K	0.4%	69
2026 Q1	$2.05M	Sell	80,071 -286	-0.4%	-$7.38K	0.46%	65
2025 Q4	$2.07M	Sell	80,357 -342	-0.4%	-$8.85K	0.5%	60
2025 Q3	$2.09M	Sell	80,699 -3,515	-4%	-$90K	0.53%	60
2025 Q2	$2.16M	Sell	84,214 -3,021	-3%	-$76.4K	0.58%	54
2025 Q1	$2.23M	Buy	87,235 +6,495	+8%	+$164K	0.4%	58
2024 Q4	$2.02M	Sell	80,740 -7,852	-9%	-$200K	0.38%	59
2024 Q3	$2.32M	Sell	88,592 -129	-0.1%	-$3.32K	0.47%	47
2024 Q2	$2.23M	Buy	88,721 +3,573	+4%	+$89.1K	0.51%	48
2024 Q1	$2.15M	Buy	+85,148	New	+$2.15M	0.48%	48

Other funds holding SPAB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Fermata Advisors's SPAB Position: Q3 2026 in Review

Fermata Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 45% in Q3 2026, selling an estimated $869K and leaving 43,183 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #111.

Fermata Advisors first reported a position in SPAB in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.32M in Q3 2024. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Fermata Advisors held 43,183 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.05M as of Q3 2026.
Fermata Advisors sold 34,690 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $869K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.2% of Fermata Advisors's portfolio in Q3 2026, its #111 holding.
Fermata Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Fermata Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.32M in Q3 2024.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.