Financial Engines Advisors
SPAB icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Financial Engines Advisors's SPAB Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.23% in Q1 2026, selling an estimated $877 and leaving 14,845 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Financial Engines Advisors first reported a position in SPAB in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Financial Engines Advisors held 14,845 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $380K as of Q1 2026.
  • Financial Engines Advisors sold 34 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $877.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #429 holding.
  • Financial Engines Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 7 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 Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.