KLI
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Kelman-Lazarov Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Kelman-Lazarov Inc’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
Q1 		$1.32M Buy
51,441
+4,051
+9% +$105K 0.19% 52
2025
Q4 		$1.22M Buy
47,390
+3,625
+8% +$93.8K 0.17% 55
2025
Q3 		$1.13M Buy
43,765
+15,968
+57% +$409K 0.17% 56
2025
Q2 		$712K Buy
27,797
+15,970
+135% +$404K 0.12% 65
2025
Q1 		$302K Buy
+11,827
New +$298K 0.05% 92

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Kelman-Lazarov Inc's SPAB Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.5% in Q1 2026, buying an estimated $105K and bringing the position to 51,441 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #52.

Kelman-Lazarov Inc first reported a position in SPAB in Q1 2025 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Kelman-Lazarov Inc held 51,441 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.32M as of Q1 2026.
  • Kelman-Lazarov Inc bought 4,051 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $105K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.19% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #52 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.