IFPL
SPAB icon

Investments & Financial Planning LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Investments & Financial Planning LLC’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 		$434K Sell
16,988
-813
-5% -$20.7K 0.21% 28
2026
Q1 		$456K Sell
17,801
-332
-2% -$8.56K 0.25% 24
2025
Q4 		$467K Buy
18,133
+1,748
+11% +$45.2K 0.25% 23
2025
Q3 		$424K Sell
16,385
-1,000
-6% -$25.6K 0.23% 24
2025
Q2 		$445K Sell
17,385
-243
-1% -$6.14K 0.26% 24
2025
Q1 		$450K Sell
17,628
-394
-2% -$9.94K 0.29% 22
2024
Q4 		$450K Sell
18,022
-627
-3% -$15.9K 0.28% 23
2024
Q3 		$487K Buy
18,649
+833
+5% +$21.5K 0.31% 22
2024
Q2 		$447K Sell
17,816
-1,119
-6% -$27.9K 0.3% 24
2024
Q1 		$479K Sell
18,935
-528
-3% -$13.3K 0.33% 24
2023
Q4 		$499K Buy
19,463
+5,655
+41% +$139K 0.37% 24
2023
Q3 		$336K Sell
13,808
-1,263
-8% -$31.5K 0.3% 29
2023
Q2 		$382K Sell
15,071
-487
-3% -$12.5K 0.33% 29
2023
Q1 		$401K Sell
15,558
-1,365
-8% -$34.9K 0.37% 29
2022
Q4 		$425K Buy
+16,923
New +$424K 0.42% 27
2022
Q2 		$493K Sell
18,713
-2,642
-12% -$70.4K 0.51% 22
2022
Q1 		$593K Sell
21,355
-49
-0.2% -$1.4K 0.52% 20
2021
Q4 		$607K Buy
+21,404
New +$636K 0.54% 20

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Investments & Financial Planning LLC's SPAB Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.6% in Q2 2026, selling an estimated $20.7K and leaving 16,988 shares worth $434K. The position accounts for 0.21% of the portfolio, ranked #28.

Investments & Financial Planning LLC first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. The position peaked at $607K in Q4 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Investments & Financial Planning LLC held 16,988 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $434K as of Q2 2026.
  • Investments & Financial Planning LLC sold 813 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $20.7K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.21% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #28 holding.
  • Investments & Financial Planning LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Investments & Financial Planning LLC's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $607K in Q4 2021.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.