Ken Fisher
SPAB icon

Ken Fisher’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Ken Fisher’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
Q2 		– Sell
-7,988
Closed -$204K – 1072
2025
Q1 		$204K Buy
+7,988
New +$202K ﹤0.01% 974
2024
Q3 		– Sell
-17,687
Closed -$444K – 1005
2024
Q2 		$444K Buy
+17,687
New +$441K ﹤0.01% 808

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ken Fisher's SPAB Position: Q2 2025 in Review

Ken Fisher sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 7,988 shares — an estimated $204K sold.

Ken Fisher first reported a position in SPAB in Q2 2024 and held it in 2 quarters. The position peaked at $444K in Q2 2024. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Ken Fisher reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Ken Fisher sold 7,988 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $204K.
  • Ken Fisher first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 2 quarters.
  • Ken Fisher's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $444K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.