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Keener Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-2,054
Closed -$53K – 182
2025
Q3 		$53K Hold
2,054
– – 0.02% 101
2025
Q2 		$52K Sell
2,054
-563
-22% -$14.2K 0.03% 103
2025
Q1 		$66K Hold
2,617
– – 0.04% 75
2024
Q4 		$65K Buy
2,617
+1,560
+148% +$39.7K 0.04% 85
2024
Q3 		$27K Sell
1,057
-1,560
-60% -$40.2K 0.02% 102
2024
Q2 		$65K Sell
2,617
-1,566
-37% -$39K 0.04% 81
2024
Q1 		$106K Hold
4,183
– – 0.07% 62
2023
Q4 		$107K Buy
+4,183
New +$103K 0.08% 66

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keener Financial Planning's SPAB Position: Q4 2025 in Review

Keener Financial Planning sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 2,054 shares — an estimated $53K sold.

Keener Financial Planning first reported a position in SPAB in Q4 2023 and held it in 8 quarters. The position peaked at $107K in Q4 2023. 526 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Keener Financial Planning reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 2,054 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $53K.
  • Keener Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $107K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.