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Fortune Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fortune Financial Advisors’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 		$323K Buy
12,652
+25
+0.2% +$638 0.14% 129
2026
Q1 		$323K Buy
+12,627
New +$326K 0.16% 112

Other funds holding SPAB

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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fortune Financial Advisors's SPAB Position: Q2 2026 in Review

Fortune Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.2% in Q2 2026, buying an estimated $638 and bringing the position to 12,652 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #129.

Fortune Financial Advisors first reported a position in SPAB in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 244 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Fortune Financial Advisors held 12,652 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $323K as of Q2 2026.
  • Fortune Financial Advisors bought 25 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $638.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Fortune Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Fortune Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Fortune Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $323K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.