Hofer & Associates’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Hofer & Associates’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	$1.23M	Buy	+50,635	New	+$1.27M	0.86%	35
2024 Q1	–	Sell	-18,803	Closed	-$482K	–	56
2023 Q4	$482K	Sell	18,803 -297	-2%	-$7.31K	0.45%	31
2023 Q3	$465K	Sell	19,100 -557	-3%	-$13.9K	0.48%	30
2023 Q2	$499K	Buy	19,657 +859	+5%	+$22K	0.48%	30
2023 Q1	$472K	Hold	18,798	–	–	0.47%	28
2022 Q4	$472K	Buy	18,798 +4,171	+29%	+$104K	0.47%	28
2022 Q3	$365K	Buy	14,627 +1,997	+16%	+$52.3K	0.39%	32
2022 Q2	$333K	Buy	12,630 +164	+1%	+$4.37K	0.35%	35
2022 Q1	$346K	Sell	12,466 -988	-7%	-$28.2K	0.3%	41
2021 Q4	$399K	Buy	+13,454	New	+$400K	0.36%	36

Other funds holding SPAB

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Hofer & Associates's SPAB Position: Q3 2026 in Review

Hofer & Associates opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026: 50,635 shares worth $1.23M. The stake represents 0.86% of the portfolio and ranks #35 among its holdings. This is a return to the name: Hofer & Associates previously reported a position in SPAB as recently as Q4 2023.

Hofer & Associates first reported a position in SPAB in Q4 2021 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Hofer & Associates held 50,635 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.23M as of Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Hofer & Associates position in Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.86% of Hofer & Associates's portfolio in Q3 2026, its #35 holding.
Hofer & Associates first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.