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JFS Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

JFS Wealth Advisors’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 		$67.8K Buy
2,659
+27
+1% +$689 ﹤0.01% 489
2026
Q1 		$67.4K Buy
2,632
+17
+0.7% +$439 ﹤0.01% 462
2025
Q4 		$67.3K Buy
2,615
+34
+1% +$880 ﹤0.01% 466
2025
Q3 		$66.7K Buy
2,581
+26
+1% +$665 ﹤0.01% 460
2025
Q2 		$65.4K Buy
2,555
+25
+1% +$632 ﹤0.01% 431
2025
Q1 		$64.6K Sell
2,530
-159
-6% -$4.01K ﹤0.01% 429
2024
Q4 		$67.2K Sell
2,689
-4,806
-64% -$122K ﹤0.01% 411
2024
Q3 		$196K Buy
7,495
+25
+0.3% +$644 0.01% 291
2024
Q2 		$187K Buy
7,470
+4,864
+187% +$121K 0.01% 248
2024
Q1 		$65.9K Buy
2,606
+16
+0.6% +$404 0.01% 384
2023
Q4 		$66.4K Buy
2,590
+24
+0.9% +$590 0.01% 366
2023
Q3 		$62.5K Hold
2,566
– – 0.01% 344
2023
Q2 		$65.1K Hold
2,566
– – 0.01% 337
2023
Q1 		$66.2K Hold
2,566
– – 0.01% 330
2022
Q4 		$64.5K Hold
2,566
– – 0.01% 335
2022
Q3 		$64K Hold
2,566
– – 0.01% 345
2022
Q2 		$68K Hold
2,566
– – 0.01% 346
2022
Q1 		$71K Hold
2,566
– – 0.01% 352
2021
Q4 		$76K Buy
2,566
+151
+6% +$4.49K 0.01% 354
2021
Q3 		$72K Buy
2,415
+182
+8% +$5.49K 0.01% 369
2021
Q2 		$67K Buy
2,233
+14
+0.6% +$418 0.01% 248
2021
Q1 		$66K Buy
2,219
+256
+13% +$7.72K 0.01% 225
2020
Q4 		$60K Buy
1,963
+27
+1% +$829 0.01% 232
2020
Q3 		$60K Sell
1,936
-52
-3% -$1.61K 0.01% 213
2020
Q2 		$61K Sell
1,988
-148
-7% -$4.52K 0.02% 214
2020
Q1 		$65K Buy
2,136
+167
+8% +$4.96K 0.02% 203
2019
Q4 		$58K Buy
1,969
+826
+72% +$24.3K 0.01% 232
2019
Q3 		$34K Buy
1,143
+110
+11% +$3.24K 0.01% 262
2019
Q2 		$30K Buy
1,033
+127
+14% +$3.63K 0.01% 274
2019
Q1 		$26K Sell
906
-12,730
-93% -$357K 0.01% 272
2018
Q4 		$380K Buy
13,636
+13,070
+2,309% +$359K 0.1% 100
2018
Q3 		$16K Buy
+566
New +$15.7K ﹤0.01% 349

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

JFS Wealth Advisors's SPAB Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1% in Q2 2026, buying an estimated $689 and bringing the position to 2,659 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

JFS Wealth Advisors first reported a position in SPAB in Q3 2018 and has held it in 32 quarters since. The position peaked at $380K in Q4 2018. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • JFS Wealth Advisors held 2,659 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $67.8K as of Q2 2026.
  • JFS Wealth Advisors bought 27 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $689.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #489 holding.
  • JFS Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • JFS Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $380K in Q4 2018.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.