LFG
SPAB icon

Larson Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Larson Financial Group’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 		$4.12M Sell
160,701
-68,134
-30% -$1.76M 0.13% 137
2025
Q4 		$5.89M Sell
228,835
-21,967
-9% -$569K 0.2% 91
2025
Q3 		$6.48M Sell
250,802
-126,991
-34% -$3.25M 0.23% 85
2025
Q2 		$9.67M Sell
377,793
-108,286
-22% -$2.74M 0.39% 61
2025
Q1 		$12.4M Sell
486,079
-43,112
-8% -$1.09M 0.59% 38
2024
Q4 		$13.2M Sell
529,191
-72,416
-12% -$1.84M 0.68% 29
2024
Q3 		$15.7M Sell
601,607
-49,249
-8% -$1.27M 0.89% 21
2024
Q2 		$16.3M Sell
650,856
-29,898
-4% -$745K 1.11% 17
2024
Q1 		$17.2M Buy
680,754
+36,700
+6% +$928K 1.33% 13
2023
Q4 		$16.5M Sell
644,054
-1,151
-0.2% -$28.3K 1.44% 12
2023
Q3 		$15.7M Buy
645,205
+44,282
+7% +$1.1M 1.54% 12
2023
Q2 		$15.2M Buy
600,923
+83,556
+16% +$2.14M 1.52% 13
2023
Q1 		$13.3M Buy
517,367
+72,164
+16% +$1.85M 1.45% 15
2022
Q4 		$11.2M Sell
445,203
-182,468
-29% -$4.57M 1.34% 19
2022
Q3 		$15.7M Buy
627,671
+31,583
+5% +$828K 2.23% 9
2022
Q2 		$15.7M Buy
596,088
+69,126
+13% +$1.84M 2.72% 10
2022
Q1 		$14.6M Buy
526,962
+94,024
+22% +$2.69M 2.34% 11
2021
Q4 		$12.8M Buy
432,938
+69,225
+19% +$2.06M 2.03% 12
2021
Q3 		$10.9M Buy
363,713
+29,399
+9% +$886K 2.15% 12
2021
Q2 		$10M Buy
334,314
+28,292
+9% +$844K 2.33% 10
2021
Q1 		$9.07M Buy
306,022
+34,692
+13% +$1.05M 2.67% 9
2020
Q4 		$8.35M Buy
271,330
+17,774
+7% +$546K 2.84% 7
2020
Q3 		$7.81M Buy
253,556
+11,791
+5% +$365K 3.21% 6
2020
Q2 		$7.46M Buy
241,765
+53,401
+28% +$1.63M 3.55% 7
2020
Q1 		$5.69M Sell
188,364
-45,696
-20% -$1.36M 3.56% 10
2019
Q4 		$6.88M Buy
234,060
+23,534
+11% +$694K 3.96% 9
2019
Q3 		$6.24M Sell
210,526
-24,466
-10% -$720K 4.08% 7
2019
Q2 		$6.86M Buy
234,992
+15,634
+7% +$447K 5.09% 6
2019
Q1 		$6.26M Buy
219,358
+14,368
+7% +$403K 4.96% 6
2018
Q4 		$5.71M Buy
204,990
+5,203
+3% +$143K 5.28% 5
2018
Q3 		$5.54M Sell
199,787
-2,223
-1% -$61.9K 6.33% 3
2018
Q2 		$5.63M Sell
202,010
-2,568
-1% -$71.5K 6.49% 3
2018
Q1 		$5.76M Buy
204,578
+165,261
+420% +$4.66M 6.76% 3
2017
Q4 		$1.13M Buy
+39,317
New +$1.13M 0.95% 21

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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
HI
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Larson Financial Group's SPAB Position: Q1 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 30% in Q1 2026, selling an estimated $1.76M and leaving 160,701 shares worth $4.12M. The position accounts for 0.13% of the portfolio, ranked #137.

Larson Financial Group first reported a position in SPAB in Q4 2017 and has held it in 34 quarters since. The position peaked at $17.2M in Q1 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Larson Financial Group held 160,701 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.12M as of Q1 2026.
  • Larson Financial Group sold 68,134 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.76M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of Larson Financial Group's portfolio in Q1 2026, its #137 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17.2M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.