KAS
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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 $445B AUM 25.58% 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
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KPP Advisory Services's SPAB Position: Q4 2025 in Review

KPP Advisory Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 9,235 shares — an estimated $239K sold.

KPP Advisory Services first reported a position in SPAB in Q3 2023 and held it in 6 quarters. The position peaked at $449K in Q3 2024. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • KPP Advisory Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • KPP Advisory Services sold 9,235 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $239K.
  • KPP Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and held it in 6 quarters.
  • KPP Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $449K in Q3 2024.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on KPP Advisory Services's 13F filing for Q4 2025, filed 2 Feb 2026.