IFG
SPAB icon

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
Q3 		$6.38M Buy
261,855
+13,470
+5% +$337K 0.12% 171
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Independent Financial Group's SPAB Position: Q3 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.4% in Q3 2026, buying an estimated $337K and bringing the position to 261,855 shares worth $6.38M. The position accounts for 0.12% of the portfolio, ranked #171.

Independent Financial Group first reported a position in SPAB in Q3 2023 and has held it in 13 quarters since. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Independent Financial Group held 261,855 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.38M as of Q3 2026.
  • Independent Financial Group bought 13,470 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $337K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Independent Financial Group's portfolio in Q3 2026, its #171 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.