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Legacy Solutions LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Legacy Solutions LLC’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
Q3 		$2.72M Buy
111,612
+8,966
+9% +$225K 2.08% 12
2026
Q2 		$2.62M Buy
102,646
+7,625
+8% +$195K 2.12% 11
2026
Q1 		$2.43M Buy
95,021
+5,212
+6% +$134K 2.26% 12
2025
Q4 		$2.31M Buy
89,809
+1,946
+2% +$50.4K 2.03% 12
2025
Q3 		$2.27M Buy
87,863
+3,757
+4% +$96.2K 2.04% 12
2025
Q2 		$2.15M Buy
84,106
+2
+0% +$51 2.06% 12
2025
Q1 		$2.15M Buy
84,104
+2,191
+3% +$55.3K 2.37% 12
2024
Q4 		$2.05M Buy
+81,913
New +$2.08M 2.23% 12

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Legacy Solutions LLC's SPAB Position: Q3 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.7% in Q3 2026, buying an estimated $225K and bringing the position to 111,612 shares worth $2.72M. The position accounts for 2.08% of the portfolio, ranked #12.

Legacy Solutions LLC first reported a position in SPAB in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Legacy Solutions LLC held 111,612 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.72M as of Q3 2026.
  • Legacy Solutions LLC bought 8,966 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $225K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.08% of Legacy Solutions LLC's portfolio in Q3 2026, its #12 holding.
  • Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.