Koshinski Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Koshinski Asset Management’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	$1.7M	Buy	66,384 +3,525	+6%	+$90.9K	0.11%	180
2025 Q4	$1.62M	Buy	62,859 +1,117	+2%	+$28.9K	0.1%	184
2025 Q3	$1.6M	Sell	61,742 -1,923	-3%	-$49.2K	0.11%	182
2025 Q2	$1.63M	Sell	63,665 -4,295	-6%	-$109K	0.12%	167
2025 Q1	$1.74M	Buy	67,960 +3,883	+6%	+$98K	0.15%	148
2024 Q4	$1.6B	Sell	64,077 -200	-0.3%	-$5.08K	0.14%	150
2024 Q3	$1.68M	Sell	64,277 -1,775	-3%	-$45.7K	0.15%	140
2024 Q2	$1.66M	Buy	66,052 +54,290	+462%	+$1.35M	0.15%	134
2024 Q1	$297K	Buy	+11,762	New	+$297K	0.03%	438
2023 Q4	–	Sell	-67,040	Closed	-$1.63M	–	619
2023 Q3	$1.63M	Buy	67,040 +719	+1%	+$17.9K	0.19%	115
2023 Q2	$1.68M	Buy	+66,321	New	+$1.7M	0.18%	124
2023 Q1	–	Sell	-60,768	Closed	-$1.53M	–	625
2022 Q4	$1.53M	Sell	60,768 -3,073	-5%	-$77K	0.15%	158
2022 Q3	$1.59M	Sell	63,841 -788	-1%	-$20.7K	0.19%	130
2022 Q2	$1.7M	Sell	64,629 -354	-0.5%	-$9.43K	0.17%	144
2022 Q1	$1.81M	Sell	64,983 -4,028	-6%	-$115K	0.15%	151
2021 Q4	$2.04M	Sell	69,011 -4,279	-6%	-$127K	0.17%	136
2021 Q3	$2.19M	Sell	73,290 -10,011	-12%	-$302K	0.19%	115
2021 Q2	$2.5M	Buy	83,301 +22,432	+37%	+$669K	0.31%	78
2021 Q1	$1.8M	Sell	60,869 -2,741	-4%	-$82.7K	0.19%	128
2020 Q4	$1.96M	Sell	63,610 -2,478	-4%	-$76.1K	0.25%	99
2020 Q3	$2.03K	Sell	66,088 -6,205	-9%	-$192K	0.27%	88
2020 Q2	$2.23M	Buy	72,293 +545	+0.8%	+$16.6K	0.36%	72
2020 Q1	$2.17M	Buy	71,748 +33,524	+88%	+$997K	0.46%	51
2019 Q4	$1.13M	Buy	+38,224	New	+$1.13M	0.19%	162
2019 Q1	–	Sell	-28,591	Closed	-$796K	–	452
2018 Q4	$796K	Sell	28,591 -29,786	-51%	-$819K	0.2%	160
2018 Q3	$1.62M	Buy	58,377 +22,436	+62%	+$624K	0.23%	132
2018 Q2	$1M	Buy	35,941 +4,549	+14%	+$127K	0.31%	107
2018 Q1	$884K	Sell	31,392 -769	-2%	-$21.7K	0.27%	124
2017 Q4	$924K	Buy	32,161 +4,349	+16%	+$125K	0.23%	145
2017 Q3	$803K	Buy	27,812 +2,714	+11%	+$78.4K	0.26%	123
2017 Q2	$724K	Buy	25,098 +6,402	+34%	+$184K	0.26%	121
2017 Q1	$534K	Buy	18,696 +2,480	+15%	+$70.7K	0.21%	140
2016 Q4	$462K	Buy	16,216 +7,962	+96%	+$230K	0.23%	144
2016 Q3	$245K	Buy	+8,254	New	+$245K	0.12%	242

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Koshinski Asset Management's SPAB Position: Q1 2026 in Review

Koshinski Asset Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.6% in Q1 2026, buying an estimated $90.9K and bringing the position to 66,384 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #180.

Koshinski Asset Management first reported a position in SPAB in Q3 2016 and has held it in 34 quarters since. The position peaked at $1.6B in Q4 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Koshinski Asset Management held 66,384 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.7M as of Q1 2026.
Koshinski Asset Management bought 3,525 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $90.9K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Koshinski Asset Management's portfolio in Q1 2026, its #180 holding.
Koshinski Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2016 and has held it in 34 quarters since.
Koshinski Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.6B in Q4 2024.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.