HFA
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Hutchinson Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Hutchinson Financial Advisors’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
2025
Q3 		$759K Buy
29,466
+3,753
+15% +$96.1K 0.75% 49
2025
Q2 		$658K Buy
+25,713
New +$650K 0.74% 48

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hutchinson Financial Advisors's SPAB Position: Q3 2025 in Review

Hutchinson Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q3 2025, buying an estimated $96.1K and bringing the position to 29,466 shares worth $759K. The position accounts for 0.75% of the portfolio, ranked #49.

Hutchinson Financial Advisors first reported a position in SPAB in Q2 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Hutchinson Financial Advisors held 29,466 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $759K as of Q3 2025.
  • Hutchinson Financial Advisors bought 3,753 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $96.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.75% of Hutchinson Financial Advisors's portfolio in Q3 2025, its #49 holding.
  • Hutchinson Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.