JBR Co Financial Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

JBR Co Financial Management’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	$3.4M	Buy	133,412 +32,497	+32%	+$829K	1.24%	21
2026 Q1	$2.6M	Hold	100,915	–	–	1.09%	25
2025 Q4	$2.6M	Buy	100,915 +19,336	+24%	+$500K	1.09%	25
2025 Q3	$2.11M	Buy	81,579 +22,251	+38%	+$569K	0.89%	30
2025 Q2	$1.52M	Buy	59,328 +27,638	+87%	+$699K	0.75%	36
2025 Q1	$809K	Buy	31,690 +173	+0.5%	+$4.37K	0.47%	51
2024 Q4	$788K	Buy	31,517 +12,074	+62%	+$307K	0.48%	50
2024 Q3	$508K	Buy	19,443 +1,849	+11%	+$47.6K	0.33%	63
2024 Q2	$441K	Buy	17,594 +3,091	+21%	+$77K	0.31%	66
2024 Q1	$367K	Buy	+14,503	New	+$367K	0.29%	67

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

JBR Co Financial Management's SPAB Position: Q2 2026 in Review

JBR Co Financial Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 32% in Q2 2026, buying an estimated $829K and bringing the position to 133,412 shares worth $3.4M. The position accounts for 1.24% of the portfolio, ranked #21.

JBR Co Financial Management first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. 540 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

JBR Co Financial Management held 133,412 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.4M as of Q2 2026.
JBR Co Financial Management bought 32,497 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $829K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.24% of JBR Co Financial Management's portfolio in Q2 2026, its #21 holding.
JBR Co Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
540 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.