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 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

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

Legacy Solutions LLC's SPAB Position: Q2 2026 in Review

Legacy Solutions LLC increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8% in Q2 2026, buying an estimated $195K and bringing the position to 102,646 shares worth $2.62M. The position accounts for 2.12% of the portfolio, ranked #11.

Legacy Solutions LLC first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Legacy Solutions LLC held 102,646 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.62M as of Q2 2026.
Legacy Solutions LLC bought 7,625 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $195K.
State Street SPDR Portfolio Aggregate Bond ETF made up 2.12% of Legacy Solutions LLC's portfolio in Q2 2026, its #11 holding.
Legacy Solutions LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.