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Leading Edge Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Leading Edge Financial Planning’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 		$30M Buy
1,173,898
+118,927
+11% +$3.03M 5.33% 9
2026
Q1 		$27M Buy
1,054,971
+49,758
+5% +$1.28M 5.69% 8
2025
Q4 		$25.9M Buy
1,005,213
+94,276
+10% +$2.44M 5.9% 7
2025
Q3 		$23.5M Buy
910,937
+68,063
+8% +$1.74M 5.91% 7
2025
Q2 		$21.6M Buy
842,874
+32,742
+4% +$828K 6% 7
2025
Q1 		$20.7M Buy
810,132
+32,505
+4% +$820K 6.46% 6
2024
Q4 		$19.4M Sell
777,627
-679,441
-47% -$17.3M 6.38% 6
2024
Q3 		$38.1M Buy
1,457,068
+156,738
+12% +$4.04M 12.76% 3
2024
Q2 		$32.6M Buy
1,300,330
+157,861
+14% +$3.93M 13.09% 2
2024
Q1 		$28.9M Buy
1,142,469
+242,754
+27% +$6.14M 12.79% 3
2023
Q4 		$23.1M Buy
899,715
+287,148
+47% +$7.06M 11.97% 2
2023
Q3 		$14.9M Buy
612,567
+99,070
+19% +$2.47M 9.55% 3
2023
Q2 		$13M Buy
513,497
+71,369
+16% +$1.83M 8.53% 4
2023
Q1 		$11.4M Buy
442,128
+96,861
+28% +$2.48M 8.25% 3
2022
Q4 		$8.68M Buy
+345,267
New +$8.65M 7.51% 4

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Leading Edge Financial Planning's SPAB Position: Q2 2026 in Review

Leading Edge Financial Planning increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q2 2026, buying an estimated $3.03M and bringing the position to 1,173,898 shares worth $30M. The position accounts for 5.33% of the portfolio, ranked #9.

Leading Edge Financial Planning first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.1M in Q3 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Leading Edge Financial Planning held 1,173,898 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $30M as of Q2 2026.
  • Leading Edge Financial Planning bought 118,927 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $3.03M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 5.33% of Leading Edge Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Leading Edge Financial Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $38.1M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.