Landmark Wealth Management (Illinois)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Landmark Wealth Management (Illinois)’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	$305K	Sell	11,950 -38,305	-76%	-$977K	0.1%	41
2026 Q1	$1.29M	Buy	50,255 +29,220	+139%	+$754K	0.49%	24
2025 Q4	$542K	Buy	+21,035	New	+$544K	0.2%	35
2025 Q3	–	Sell	-130,704	Closed	-$3.35M	–	43
2025 Q2	$3.35M	Buy	130,704 +121,892	+1,383%	+$3.08M	1.43%	13
2025 Q1	$225K	Buy	+8,812	New	+$222K	0.11%	47
2024 Q4	–	Sell	-54,935	Closed	-$1.44M	–	46
2024 Q3	$1.44M	Buy	+54,935	New	+$1.42M	0.72%	27

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s SPAB Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 76% in Q2 2026, selling an estimated $977K and leaving 11,950 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #41.

Landmark Wealth Management (Illinois) first reported a position in SPAB in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.35M in Q2 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Landmark Wealth Management (Illinois) held 11,950 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $305K as of Q2 2026.
Landmark Wealth Management (Illinois) sold 38,305 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $977K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.1% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #41 holding.
Landmark Wealth Management (Illinois) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 6 quarters since.
Landmark Wealth Management (Illinois)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.35M in Q2 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.