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

Founders Financial Securities’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 		– Sell
-8,121
Closed -$209K – 587
2025
Q4 		$209K Buy
+8,121
New +$210K 0.01% 541
2025
Q1 		– Sell
-193,887
Closed -$4.85M – 496
2024
Q4 		$4.85M Sell
193,887
-5,881
-3% -$150K 0.44% 50
2024
Q3 		$5.22M Buy
199,768
+1,251
+0.6% +$32.2K 0.48% 46
2024
Q2 		$4.98M Sell
198,517
-4,852
-2% -$121K 0.47% 48
2024
Q1 		$5.14M Sell
203,369
-233,164
-53% -$5.89M 0.54% 45
2023
Q4 		$11.2M Buy
436,533
+20,239
+5% +$498K 1.24% 19
2023
Q3 		$10.1M Buy
416,294
+30,257
+8% +$754K 1.31% 18
2023
Q2 		$9.79M Buy
386,037
+64,512
+20% +$1.65M 1.29% 19
2023
Q1 		$8.29M Buy
321,525
+90,075
+39% +$2.3M 1.2% 21
2022
Q4 		$5.82M Buy
231,450
+13,203
+6% +$331K 0.91% 21
2022
Q3 		$5.45M Sell
218,247
-22,906
-9% -$600K 0.96% 18
2022
Q2 		$6.35M Sell
241,153
-13,621
-5% -$363K 1.24% 15
2022
Q1 		$7.08M Buy
254,774
+117,256
+85% +$3.35M 1.25% 16
2021
Q4 		$4.07M Buy
137,518
+10,759
+8% +$320K 0.73% 31
2021
Q3 		$3.78M Buy
126,759
+2,308
+2% +$69.6K 0.76% 24
2021
Q2 		$3.73M Buy
124,451
+12,855
+12% +$383K 0.74% 28
2021
Q1 		$3.31M Buy
111,596
+3,698
+3% +$112K 0.76% 27
2020
Q4 		$3.32M Sell
107,898
-25,772
-19% -$792K 0.8% 31
2020
Q3 		$4.12M Buy
133,670
+6,041
+5% +$187K 1.31% 19
2020
Q2 		$3.94M Buy
127,629
+71,886
+129% +$2.2M 1.28% 21
2020
Q1 		$1.69M Sell
55,743
-40,187
-42% -$1.19M 0.63% 21
2019
Q4 		$2.82M Buy
95,930
+3,610
+4% +$106K 0.95% 28
2019
Q3 		$2.74M Buy
92,320
+4,060
+5% +$119K 0.87% 31
2019
Q2 		$2.58M Buy
88,260
+7,045
+9% +$202K 0.85% 31
2019
Q1 		$2.32M Buy
81,215
+28,925
+55% +$812K 0.73% 34
2018
Q4 		$1.46M Buy
+52,290
New +$1.44M 0.53% 34

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
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 $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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Founders Financial Securities's SPAB Position: Q1 2026 in Review

Founders Financial Securities sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 8,121 shares — an estimated $209K sold.

Founders Financial Securities first reported a position in SPAB in Q4 2018 and held it in 26 quarters. The position peaked at $11.2M in Q4 2023. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Founders Financial Securities reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 8,121 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $209K.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 26 quarters.
  • Founders Financial Securities's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.2M in Q4 2023.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.