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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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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. 83 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.
  • 83 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.