BFC Planning, Inc.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

BFC Planning, Inc.’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	$550K	Buy	21,541 +204	+1%	+$5.2K	0.02%	578
2026 Q1	$547K	Buy	21,337 +2,561	+14%	+$66.1K	0.02%	539
2025 Q4	$483K	Buy	18,776 +400	+2%	+$10.4K	0.02%	561
2025 Q3	$475K	Buy	18,376 +5,478	+42%	+$140K	0.03%	399
2025 Q2	$330K	Buy	12,898 +8,491	+193%	+$215K	0.03%	460
2025 Q1	$113K	Buy	4,407 +709	+19%	+$17.9K	0.01%	821
2024 Q4	$92.4K	Buy	+3,698	New	+$94K	0.01%	901

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

BFC Planning, Inc.'s SPAB Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.96% in Q2 2026, buying an estimated $5.2K and bringing the position to 21,541 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #578.

BFC Planning, Inc. first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. 546 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

BFC Planning, Inc. held 21,541 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $550K as of Q2 2026.
BFC Planning, Inc. bought 204 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $5.2K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #578 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.