KFI
SPAB icon

Key Financial Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Key Financial 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 		$99.4K Hold
3,894
– – 0.02% 427
2026
Q1 		$99.8K Hold
3,894
– – 0.02% 402
2025
Q4 		$100K Hold
3,894
– – 0.02% 394
2025
Q3 		$101K Hold
3,894
– – 0.02% 392
2025
Q2 		$99.7K Hold
3,894
– – 0.02% 386
2025
Q1 		$99.5K Hold
3,894
– – 0.02% 360
2024
Q4 		$97.3K Buy
3,894
+1,100
+39% +$28K 0.02% 359
2024
Q3 		$73K Sell
2,794
-190
-6% -$4.89K 0.02% 410
2024
Q2 		$74.9K Hold
2,984
– – 0.02% 386
2024
Q1 		$75.4K Hold
2,984
– – 0.02% 371
2023
Q4 		$76.5K Buy
2,984
+1,497
+101% +$36.8K 0.02% 353
2023
Q3 		$36.2K Buy
1,487
+97
+7% +$2.42K 0.01% 455
2023
Q2 		$35.3K Hold
1,390
– – 0.01% 464
2023
Q1 		$35.8K Buy
1,390
+816
+142% +$20.9K 0.01% 446
2022
Q4 		$14.3K Hold
574
– – 0.01% 557
2022
Q3 		$14K Hold
574
– – 0.01% 565
2022
Q2 		$15K Hold
574
– – 0.01% 555
2022
Q1 		$16K Hold
574
– – 0.01% 539
2021
Q4 		$17K Buy
+574
New +$17.1K 0.01% 515

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 $3.37T AUM 44.26% 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
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

Key Financial Inc's SPAB Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 3,894 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #427.

Key Financial Inc first reported a position in SPAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q3 2025. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Key Financial Inc held 3,894 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $99.4K as of Q2 2026.
  • Key Financial Inc left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #427 holding.
  • Key Financial Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Key Financial Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $101K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.