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Financial Plan Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial Plan Inc’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 		$780K Sell
30,436
-1,057
-3% -$27.3K 0.08% 53
2025
Q4 		$811K Buy
+31,493
New +$815K 0.09% 52

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
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 $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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Financial Plan Inc's SPAB Position: Q1 2026 in Review

Financial Plan Inc reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.4% in Q1 2026, selling an estimated $27.3K and leaving 30,436 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #53.

Financial Plan Inc first reported a position in SPAB in Q4 2025 and has held it in 2 quarters since. The position peaked at $811K in Q4 2025. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Financial Plan Inc held 30,436 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $780K as of Q1 2026.
  • Financial Plan Inc sold 1,057 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $27.3K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Financial Plan Inc's portfolio in Q1 2026, its #53 holding.
  • Financial Plan Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $811K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.