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

Financial Engines 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 Q2	$394K	Buy	15,431 +586	+4%	+$14.9K	﹤0.01%	451
2026 Q1	$380K	Sell	14,845 -34	-0.2%	-$877	﹤0.01%	429
2025 Q4	$383K	Sell	14,879 -650	-4%	-$16.8K	﹤0.01%	435
2025 Q3	$401K	Buy	15,529 +2,032	+15%	+$52K	﹤0.01%	423
2025 Q2	$346K	Sell	13,497 -517	-4%	-$13.1K	﹤0.01%	424
2025 Q1	$358K	Buy	14,014 +1,728	+14%	+$43.6K	﹤0.01%	354
2024 Q4	$307K	Buy	12,286 +2,684	+28%	+$68.2K	﹤0.01%	378
2024 Q3	$251K	Buy	+9,602	New	+$247K	﹤0.01%	352

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Financial Engines Advisors's SPAB Position: Q2 2026 in Review

Financial Engines Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.9% in Q2 2026, buying an estimated $14.9K and bringing the position to 15,431 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Financial Engines Advisors first reported a position in SPAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Financial Engines Advisors held 15,431 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $394K as of Q2 2026.
Financial Engines Advisors bought 586 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $14.9K.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #451 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Financial Engines Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $401K in Q3 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.