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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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return