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Howe & Rusling’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Howe & Rusling’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
-14,540
Closed -$374K – 507
2025
Q4 		$374K Buy
+14,540
New +$376K 0.02% 210

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Howe & Rusling's SPAB Position: Q1 2026 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 14,540 shares — an estimated $374K sold.

Howe & Rusling first reported a position in SPAB in Q4 2025 and held it in 1 quarter. The position peaked at $374K in Q4 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Howe & Rusling reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 14,540 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $374K.
  • Howe & Rusling first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $374K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.