FTA
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Financial & Tax Architects’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Financial & Tax Architects’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 		$1.29M Buy
50,402
+1,000
+2% +$25.8K 0.29% 64
2025
Q4 		$1.27M Buy
49,402
+2,118
+4% +$54.8K 0.29% 63
2025
Q3 		$1.22M Sell
47,284
-104,177
-69% -$2.67M 0.27% 62
2025
Q2 		$3.88M Buy
151,461
+116,743
+336% +$2.95M 0.94% 34
2025
Q1 		$887K Buy
+34,718
New +$876K 0.22% 60
2024
Q2 		– Sell
-29,564
Closed -$747K – 91
2024
Q1 		$747K Sell
29,564
-23,977
-45% -$606K 0.21% 57
2023
Q4 		$1.37M Sell
53,541
-38,352
-42% -$943K 0.41% 45
2023
Q3 		$2.24M Sell
91,893
-123,907
-57% -$3.09M 0.69% 40
2023
Q2 		$5.47M Sell
215,800
-12,233
-5% -$313K 1.69% 17
2023
Q1 		$5.88M Buy
228,033
+11,876
+5% +$304K 1.94% 12
2022
Q4 		$5.6M Sell
216,157
-264,412
-55% -$6.62M 1.91% 10
2022
Q3 		$12M Buy
480,569
+95,803
+25% +$2.51M 4.49% 3
2022
Q2 		$10.1M Buy
384,766
+20,760
+6% +$553K 3.84% 3
2022
Q1 		$10.1M Buy
364,006
+319,402
+716% +$9.13M 3.82% 4
2021
Q4 		$1.32M Buy
+44,604
New +$1.33M 0.54% 48
2021
Q2 		– Sell
-21,736
Closed -$644K – 108
2021
Q1 		$644K Buy
+21,736
New +$656K 0.36% 51

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 & Tax Architects's SPAB Position: Q1 2026 in Review

Financial & Tax Architects increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2% in Q1 2026, buying an estimated $25.8K and bringing the position to 50,402 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #64.

Financial & Tax Architects first reported a position in SPAB in Q1 2021 and has held it in 16 quarters since. The position peaked at $12M in Q3 2022. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Financial & Tax Architects held 50,402 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.29M as of Q1 2026.
  • Financial & Tax Architects bought 1,000 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $25.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.29% of Financial & Tax Architects's portfolio in Q1 2026, its #64 holding.
  • Financial & Tax Architects first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • Financial & Tax Architects's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $12M in Q3 2022.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.