FFA
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Founders Financial Alliance’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Founders Financial Alliance’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 		$267K Buy
10,458
+2,467
+31% +$62.9K 0.04% 370
2026
Q1 		$205K Sell
7,991
-100
-1% -$2.58K 0.04% 383
2025
Q4 		$208K Sell
8,091
-28
-0.3% -$725 0.04% 345
2025
Q3 		$210K Buy
8,119
+78
+1% +$2K 0.04% 371
2025
Q2 		$206K Buy
8,041
+77
+1% +$1.95K 0.05% 315
2025
Q1 		$203K Buy
7,964
+51
+0.6% +$1.29K 0.05% 338
2024
Q4 		$198K Buy
7,913
+98
+1% +$2.49K 0.05% 280
2024
Q3 		$204K Sell
7,815
-247
-3% -$6.36K 0.06% 282
2024
Q2 		$202K Sell
8,062
-9
-0.1% -$224 0.06% 265
2024
Q1 		$204K Buy
8,071
+49
+0.6% +$1.24K 0.06% 261
2023
Q4 		$206K Buy
8,022
+99
+1% +$2.44K 0.08% 237
2023
Q3 		$193K Sell
7,923
-3,644
-32% -$90.8K 0.08% 230
2023
Q2 		$293K Buy
11,567
+62
+0.5% +$1.59K 0.12% 192
2023
Q1 		$297K Buy
11,505
+40
+0.3% +$1.02K 0.15% 151
2022
Q4 		$288K Buy
11,465
+186
+2% +$4.66K 0.13% 166
2022
Q3 		$281K Buy
11,279
+3,596
+47% +$94.3K 0.14% 158
2022
Q2 		$202K Buy
7,683
+44
+0.6% +$1.17K 0.1% 204
2022
Q1 		$212K Sell
7,639
-845
-10% -$24.1K 0.09% 203
2021
Q4 		$251K Buy
8,484
+56
+0.7% +$1.67K 0.1% 210
2021
Q3 		$252K Buy
8,428
+5
+0.1% +$151 0.12% 181
2021
Q2 		$253K Buy
8,423
+15
+0.2% +$447 0.12% 198
2021
Q1 		$251K Sell
8,408
-5,178
-38% -$156K 0.12% 185
2020
Q4 		$419K Sell
13,586
-287
-2% -$8.81K 0.24% 100
2020
Q3 		$428K Buy
+13,873
New +$429K 0.26% 80

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
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 22.96% 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

Founders Financial Alliance's SPAB Position: Q2 2026 in Review

Founders Financial Alliance increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 31% in Q2 2026, buying an estimated $62.9K and bringing the position to 10,458 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #370.

Founders Financial Alliance first reported a position in SPAB in Q3 2020 and has held it in 24 quarters since. The position peaked at $428K in Q3 2020. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Founders Financial Alliance held 10,458 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $267K as of Q2 2026.
  • Founders Financial Alliance bought 2,467 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $62.9K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #370 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $428K in Q3 2020.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.