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

Lockerman 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
Q2 		$301K Sell
11,784
-14,769
-56% -$377K 0.46% 63
2026
Q1 		$680K Buy
26,553
+13,072
+97% +$337K 1.22% 20
2025
Q4 		$347K Buy
13,481
+4,187
+45% +$108K 0.67% 48
2025
Q3 		$240K Sell
9,294
-40,117
-81% -$1.03M 0.3% 107
2025
Q2 		$1.26M Buy
49,411
+31,414
+175% +$794K 1.7% 14
2025
Q1 		$460K Buy
17,997
+8,054
+81% +$203K 0.7% 40
2024
Q4 		$248K Sell
9,943
-55
-0.6% -$1.4K 0.42% 85
2024
Q3 		$261K Buy
9,998
+877
+10% +$22.6K 0.44% 88
2024
Q2 		$229K Buy
9,121
+134
+1% +$3.34K 0.42% 93
2024
Q1 		$227K Buy
+8,987
New +$227K 0.43% 90

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
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 $59.8B 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 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

Lockerman Financial Group's SPAB Position: Q2 2026 in Review

Lockerman Financial Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 56% in Q2 2026, selling an estimated $377K and leaving 11,784 shares worth $301K. The position accounts for 0.46% of the portfolio, ranked #63.

Lockerman Financial Group first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2025. 96 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Lockerman Financial Group held 11,784 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $301K as of Q2 2026.
  • Lockerman Financial Group sold 14,769 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $377K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.46% of Lockerman Financial Group's portfolio in Q2 2026, its #63 holding.
  • Lockerman Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Lockerman Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.26M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.