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JT Stratford LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

JT Stratford 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 		$3.75M Buy
146,946
+7,901
+6% +$202K 0.41% 58
2026
Q1 		$3.56M Buy
139,045
+3,169
+2% +$81.8K 0.45% 52
2025
Q4 		$3.5M Sell
135,876
-55,128
-29% -$1.43M 0.45% 47
2025
Q3 		$4.94M Buy
191,004
+351
+0.2% +$8.98K 0.66% 30
2025
Q2 		$4.88M Sell
190,653
-437
-0.2% -$11K 0.74% 27
2025
Q1 		$4.88M Buy
191,090
+2,341
+1% +$59.1K 0.86% 22
2024
Q4 		$4.72M Buy
188,749
+483
+0.3% +$12.3K 0.78% 24
2024
Q3 		$4.92M Buy
188,266
+11,786
+7% +$304K 0.84% 21
2024
Q2 		$4.43M Buy
176,480
+4,313
+3% +$108K 0.82% 23
2024
Q1 		$4.35M Buy
172,167
+14,556
+9% +$368K 0.87% 22
2023
Q4 		$4.04M Buy
157,611
+12,093
+8% +$297K 0.92% 23
2023
Q3 		$3.54M Buy
145,518
+22,441
+18% +$559K 0.91% 24
2023
Q2 		$3.12M Buy
123,077
+15,449
+14% +$395K 0.84% 22
2023
Q1 		$2.78M Buy
107,628
+62,830
+140% +$1.61M 0.8% 24
2022
Q4 		$1.13M Sell
44,798
-74,057
-62% -$1.86M 0.36% 75
2022
Q3 		$2.96M Buy
118,855
+3,210
+3% +$84.1K 1.05% 20
2022
Q2 		$3.05M Buy
115,645
+43,318
+60% +$1.15M 0.97% 25
2022
Q1 		$2.01M Sell
72,327
-9,058
-11% -$259K 0.59% 49
2021
Q4 		$2.41M Sell
81,385
-331,097
-80% -$9.85M 0.66% 46
2021
Q3 		$12.3M Sell
412,482
-25,052
-6% -$755K 3.78% 2
2021
Q2 		$13.1M Buy
437,534
+8,403
+2% +$251K 4.2% 2
2021
Q1 		$12.7M Buy
429,131
+11,696
+3% +$353K 4.48% 3
2020
Q4 		$12.9M Buy
417,435
+12,574
+3% +$386K 4.82% 3
2020
Q3 		$12.5M Buy
404,861
+186,970
+86% +$5.79M 5.38% 2
2020
Q2 		$6.72M Sell
217,891
-113,768
-34% -$3.47M 3.46% 5
2020
Q1 		$10M Buy
331,659
+23,523
+8% +$699K 6.14% 4
2019
Q4 		$9.05M Buy
308,136
+184,446
+149% +$5.44M 4.15% 4
2019
Q3 		$3.67M Buy
+123,690
New +$3.64M 2.06% 9

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

JT Stratford LLC's SPAB Position: Q2 2026 in Review

JT Stratford LLC increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.7% in Q2 2026, buying an estimated $202K and bringing the position to 146,946 shares worth $3.75M. The position accounts for 0.41% of the portfolio, ranked #58.

JT Stratford LLC first reported a position in SPAB in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.1M in Q2 2021. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • JT Stratford LLC held 146,946 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.75M as of Q2 2026.
  • JT Stratford LLC bought 7,901 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $202K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.41% of JT Stratford LLC's portfolio in Q2 2026, its #58 holding.
  • JT Stratford LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • JT Stratford LLC's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $13.1M in Q2 2021.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.