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
Q2 		$1.34M Buy
52,423
+982
+2% +$25.1K 0.18% 54
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 $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 22.9% 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

Kelman-Lazarov Inc's SPAB Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.9% in Q2 2026, buying an estimated $25.1K and bringing the position to 52,423 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #54.

Kelman-Lazarov Inc first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Kelman-Lazarov Inc held 52,423 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.34M as of Q2 2026.
  • Kelman-Lazarov Inc bought 982 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $25.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.18% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #54 holding.
  • Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.