KFS
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Kelly Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-12,031
Closed -$308K – 124
2025
Q2 		$308K Buy
+12,031
New +$304K 0.09% 86
2025
Q1 		– Sell
-21,234
Closed -$531K – 128
2024
Q4 		$531K Sell
21,234
-32,880
-61% -$836K 0.19% 61
2024
Q3 		$1.41M Buy
54,114
+22,289
+70% +$574K 0.52% 36
2024
Q2 		$798K Sell
31,825
-6,777
-18% -$169K 0.29% 50
2024
Q1 		$976K Sell
38,602
-24,242
-39% -$613K 0.37% 42
2023
Q4 		$1.61M Buy
62,844
+18,080
+40% +$445K 0.65% 25
2023
Q3 		$1.09M Sell
44,764
-9,417
-17% -$235K 0.5% 36
2023
Q2 		$1.37M Sell
54,181
-14,255
-21% -$365K 0.65% 26
2023
Q1 		$1.76M Sell
68,436
-22,880
-25% -$585K 0.89% 19
2022
Q4 		$2.29M Buy
91,316
+33,383
+58% +$836K 1.21% 14
2022
Q3 		$1.45M Buy
57,933
+11,923
+26% +$313K 0.84% 19
2022
Q2 		$1.21M Buy
46,010
+24,169
+111% +$644K 0.64% 24
2022
Q1 		$607K Sell
21,841
-17,232
-44% -$492K 0.27% 34
2021
Q4 		$1.16M Buy
39,073
+31,108
+391% +$925K 0.53% 22
2021
Q3 		$238K Buy
7,965
+5,297
+199% +$160K 0.13% 60
2021
Q2 		$80.1K Buy
+2,668
New +$79.6K 0.05% 118

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kelly Financial Services's SPAB Position: Q3 2025 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 12,031 shares — an estimated $308K sold.

Kelly Financial Services first reported a position in SPAB in Q2 2021 and held it in 16 quarters. The position peaked at $2.29M in Q4 2022. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Kelly Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Kelly Financial Services sold 12,031 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $308K.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and held it in 16 quarters.
  • Kelly Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.29M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Kelly Financial Services's 13F filing for Q3 2025, filed 15 Oct 2025.