Financial Gravity Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial Gravity Asset Management’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	$1.38K	Buy	+54	New	+$1.39K	﹤0.01%	734
2025 Q1	$1.38K	Buy	+54	New	+$1.36K	﹤0.01%	851
2024 Q2	$7K	Buy	+279	New	+$6.95K	﹤0.01%	550
2019 Q4	$4K	Sell	131 -620	-83%	-$18.3K	﹤0.01%	1296
2019 Q3	$22K	Hold	751	–	–	0.02%	436
2019 Q2	$22K	Hold	751	–	–	0.02%	470
2019 Q1	$21K	Buy	+751	New	+$21.1K	0.02%	436

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

RIG

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

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

ETC

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

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

Financial Gravity Asset Management's SPAB Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 54 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SPAB as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in SPAB in Q1 2019 and has held it in 7 quarters since. The position peaked at $22K in Q3 2019. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Financial Gravity Asset Management held 54 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.38K as of Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Financial Gravity Asset Management position in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #734 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and has held it in 7 quarters since.
Financial Gravity Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $22K in Q3 2019.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.