Focus Partners Wealth
SPAB icon

Focus Partners Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Focus Partners Wealth’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 		$437K Buy
17,118
+354
+2% +$9.03K ﹤0.01% 2039
2026
Q1 		$430K Buy
+16,764
New +$432K ﹤0.01% 2007
2024
Q2 		– Sell
-12,932
Closed -$327K – 1262
2024
Q1 		$327K Buy
12,932
+3,922
+44% +$99.2K ﹤0.01% 812
2023
Q4 		$231K Buy
+9,010
New +$222K ﹤0.01% 727

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 $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Focus Partners Wealth's SPAB Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.1% in Q2 2026, buying an estimated $9.03K and bringing the position to 17,118 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Focus Partners Wealth first reported a position in SPAB in Q4 2023 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Focus Partners Wealth held 17,118 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $437K as of Q2 2026.
  • Focus Partners Wealth bought 354 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $9.03K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2039 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.