FAP
SPAB icon

Financial Advisory Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial Advisory Partners’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 		$436K Buy
17,072
+3,853
+29% +$98.3K 0.11% 66
2026
Q1 		$339K Buy
13,219
+4,530
+52% +$117K 0.1% 65
2025
Q4 		$224K Buy
8,689
+135
+2% +$3.49K 0.06% 66
2025
Q3 		$221K Sell
8,554
-1,312
-13% -$33.6K 0.06% 68
2025
Q2 		$253K Buy
9,866
+322
+3% +$8.14K 0.08% 66
2025
Q1 		$244K Buy
9,544
+195
+2% +$4.92K 0.08% 64
2024
Q4 		$234K Buy
9,349
+271
+3% +$6.89K 0.08% 66
2024
Q3 		$237K Buy
9,078
+910
+11% +$23.4K 0.08% 65
2024
Q2 		$205K Buy
8,168
+232
+3% +$5.78K 0.08% 67
2024
Q1 		$201K Buy
+7,936
New +$201K 0.08% 66

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Financial Advisory Partners's SPAB Position: Q2 2026 in Review

Financial Advisory Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 29% in Q2 2026, buying an estimated $98.3K and bringing the position to 17,072 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #66.

Financial Advisory Partners first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. 534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Financial Advisory Partners held 17,072 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $436K as of Q2 2026.
  • Financial Advisory Partners bought 3,853 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $98.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Financial Advisory Partners's portfolio in Q2 2026, its #66 holding.
  • Financial Advisory Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.