HF Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

HF Advisory Group’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 Q3	$1.67M	Buy	68,361 +1,585	+2%	+$39.7K	0.5%	67
2026 Q2	$1.7M	Buy	66,776 +3,014	+5%	+$76.9K	0.53%	67
2026 Q1	$1.63M	Buy	63,762 +5,571	+10%	+$144K	0.56%	67
2025 Q4	$1.5M	Buy	58,191 +2,720	+5%	+$70.4K	0.52%	70
2025 Q3	$1.43M	Buy	55,471 +3,743	+7%	+$95.8K	0.53%	70
2025 Q2	$1.32M	Sell	51,728 -2,773	-5%	-$70.1K	0.52%	69
2025 Q1	$1.39M	Buy	54,501 +5,078	+10%	+$128K	0.61%	62
2024 Q4	$1.24M	Buy	49,423 +5,156	+12%	+$131K	0.57%	70
2024 Q3	$1.16M	Buy	44,267 +1,868	+4%	+$48.1K	0.54%	72
2024 Q2	$1.06M	Buy	42,399 +8,109	+24%	+$202K	0.55%	68
2024 Q1	$867K	Buy	34,290 +1,220	+4%	+$30.8K	0.48%	75
2023 Q4	$848K	Buy	33,070 +1,920	+6%	+$47.2K	0.54%	68
2023 Q3	$758K	Sell	31,150 -7,888	-20%	-$197K	0.56%	63
2023 Q2	$990K	Buy	39,038 +1,546	+4%	+$39.5K	0.78%	46
2023 Q1	$967K	Buy	37,492 +2,343	+7%	+$59.9K	0.86%	39
2022 Q4	$883K	Buy	+35,149	New	+$881K	0.89%	36

Other funds holding SPAB

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

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

KCAM

Kagan Cocozza Asset Management Mickleton, New Jersey $162M AUM 9.64% 1-Year Est. Return

HF Advisory Group's SPAB Position: Q3 2026 in Review

HF Advisory Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.4% in Q3 2026, buying an estimated $39.7K and bringing the position to 68,361 shares worth $1.67M. The position accounts for 0.5% of the portfolio, ranked #67.

HF Advisory Group first reported a position in SPAB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q2 2026. 103 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

HF Advisory Group held 68,361 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.67M as of Q3 2026.
HF Advisory Group bought 1,585 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $39.7K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.5% of HF Advisory Group's portfolio in Q3 2026, its #67 holding.
HF Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.7M in Q2 2026.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.