KAS
SPAB icon

KPP Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

KPP Advisory Services’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
Q4 		– Sell
-9,235
Closed -$239K – 347
2025
Q3 		$239K Buy
+9,235
New +$236K 0.04% 307
2025
Q1 		– Sell
-15,115
Closed -$378K – 307
2024
Q4 		$378K Sell
15,115
-2,069
-12% -$52.6K 0.09% 163
2024
Q3 		$449K Buy
17,184
+2,049
+14% +$52.8K 0.11% 152
2024
Q2 		$380K Buy
15,135
+4,822
+47% +$120K 0.1% 155
2024
Q1 		$261K Buy
+10,313
New +$261K 0.07% 199
2023
Q4 		– Sell
-8,436
Closed -$205K – 201
2023
Q3 		$205K Buy
+8,436
New +$210K 0.07% 201

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $13B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return