Independent Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Independent Financial 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 Q2	$6.34M	Buy	248,385 +11,511	+5%	+$294K	0.12%	166
2026 Q1	$6.07M	Buy	236,874 +11,142	+5%	+$287K	0.14%	152
2025 Q4	$5.81M	Buy	225,732 +85,758	+61%	+$2.22M	0.13%	149
2025 Q3	$3.62M	Buy	139,974 +34,578	+33%	+$885K	0.09%	216
2025 Q2	$2.7M	Buy	105,396 +21,723	+26%	+$549K	0.07%	266
2025 Q1	$2.14M	Sell	83,673 -3,263	-4%	-$82.3K	0.07%	262
2024 Q4	$2.17M	Buy	86,936 +21,656	+33%	+$551K	0.07%	274
2024 Q3	$1.71M	Buy	65,280 +19,392	+42%	+$499K	0.06%	304
2024 Q2	$1.15M	Buy	45,888 +15,985	+53%	+$398K	0.05%	368
2024 Q1	$756K	Buy	29,903 +15,143	+103%	+$383K	0.03%	458
2023 Q4	$378K	Buy	14,760 +5,581	+61%	+$137K	0.02%	644
2023 Q3	$223K	Buy	+9,179	New	+$229K	0.01%	789

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

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 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Independent Financial Group's SPAB Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.9% in Q2 2026, buying an estimated $294K and bringing the position to 248,385 shares worth $6.34M. The position accounts for 0.12% of the portfolio, ranked #166.

Independent Financial Group first reported a position in SPAB in Q3 2023 and has held it in 12 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Independent Financial Group held 248,385 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.34M as of Q2 2026.
Independent Financial Group bought 11,511 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $294K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #166 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.