LFS
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Lutz Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lutz Financial Services’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
2025
Q3 		– Sell
-8,611
Closed -$220K – 99
2025
Q2 		$220K Sell
8,611
-1,267
-13% -$32K 0.02% 95
2025
Q1 		$252K Buy
+9,878
New +$249K 0.02% 88
2022
Q3 		– Sell
-22,369
Closed -$589K – 74
2022
Q2 		$589K Sell
22,369
-30,593
-58% -$815K 0.08% 54
2022
Q1 		$1.47M Buy
52,962
+486
+0.9% +$13.9K 0.18% 40
2021
Q4 		$1.55M Sell
52,476
-1,231
-2% -$36.6K 0.19% 42
2021
Q3 		$1.6M Sell
53,707
-263
-0.5% -$7.93K 0.21% 43
2021
Q2 		$1.62M Buy
53,970
+477
+0.9% +$14.2K 0.22% 43
2021
Q1 		$1.59M Sell
53,493
-713
-1% -$21.5K 0.23% 40
2020
Q4 		$1.67M Sell
54,206
-1,600
-3% -$49.1K 0.27% 39
2020
Q3 		$1.72M Buy
55,806
+616
+1% +$19.1K 0.33% 40
2020
Q2 		$1.7M Buy
55,190
+3,753
+7% +$115K 0.35% 42
2020
Q1 		$1.55M Sell
51,437
-346
-0.7% -$10.3K 0.35% 42
2019
Q4 		$1.52M Buy
51,783
+1,075
+2% +$31.7K 0.27% 42
2019
Q3 		$1.5M Buy
50,708
+6,336
+14% +$186K 0.29% 42
2019
Q2 		$1.29M Buy
44,372
+22,366
+102% +$640K 0.25% 41
2019
Q1 		$628K Buy
22,006
+1,310
+6% +$36.8K 0.13% 45
2018
Q4 		$576K Buy
+20,696
New +$569K 0.13% 50

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lutz Financial Services's SPAB Position: Q3 2025 in Review

Lutz Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2025, closing a stake of 8,611 shares — an estimated $220K sold.

Lutz Financial Services first reported a position in SPAB in Q4 2018 and held it in 17 quarters. The position peaked at $1.72M in Q3 2020. 489 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Lutz Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lutz Financial Services sold 8,611 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $220K.
  • Lutz Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 17 quarters.
  • Lutz Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.72M in Q3 2020.
  • 489 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Lutz Financial Services's 13F filing for Q3 2025, filed 10 Nov 2025.