Financial Planning Fort Collins’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial Planning Fort Collins’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	$13.1M	Sell	517,005 -3,942	-0.8%	-$101K	10.33%	3
2026 Q1	$13.4M	Buy	520,947 +68,704	+15%	+$1.77M	10.45%	3
2025 Q4	$11.6M	Buy	+452,243	New	+$11.7M	10.23%	3

Other funds holding SPAB

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return