Matthew Hamilton Rosenberg’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Matthew Hamilton Rosenberg’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	$93.3K	Buy	3,656 +18	+0.5%	+$459	0.02%	354
2026 Q1	$93.2K	Sell	3,638 -525	-13%	-$13.5K	0.02%	337
2025 Q4	$107K	Buy	4,163 +879	+27%	+$22.7K	0.02%	315
2025 Q3	$84.9K	Sell	3,284 -333	-9%	-$8.52K	0.02%	356
2025 Q2	$92.6K	Sell	3,617 -5,459	-60%	-$138K	0.02%	346
2025 Q1	$232K	Sell	9,076 -1,089	-11%	-$27.5K	0.06%	165
2024 Q4	$254K	Buy	10,165 +1,296	+15%	+$32.9K	0.07%	148
2024 Q3	$232K	Sell	8,869 -642	-7%	-$16.5K	0.06%	169
2024 Q2	$236K	Sell	9,511 -63	-0.7%	-$1.57K	0.07%	156
2024 Q1	$240K	Sell	9,574 -229	-2%	-$5.79K	0.07%	158
2023 Q4	$251K	Sell	9,803 -780	-7%	-$19.2K	0.08%	142
2023 Q3	$258K	Sell	10,583 -6,840	-39%	-$170K	0.09%	124
2023 Q2	$442K	Sell	17,423 -20,671	-54%	-$529K	0.15%	71
2023 Q1	$982K	Sell	38,094 -969	-2%	-$24.8K	0.32%	43
2022 Q4	$982K	Sell	39,063 -10,157	-21%	-$254K	0.33%	43
2022 Q3	$1.23M	Sell	49,220 -11,534	-19%	-$302K	0.47%	33
2022 Q2	$1.61M	Sell	60,754 -3,274	-5%	-$87.2K	0.61%	26
2022 Q1	$1.78M	Sell	64,028 -63,119	-50%	-$1.8M	0.62%	26
2021 Q4	$3.77M	Sell	127,147 -28,863	-19%	-$858K	1.34%	16
2021 Q3	$4.66M	Buy	156,010 +125,789	+416%	+$3.79M	1.84%	10
2021 Q2	$907K	Sell	30,221 -78	-0.3%	-$2.33K	0.47%	28
2021 Q1	$898K	Sell	30,299 -650	-2%	-$19.6K	0.51%	27
2020 Q4	$953K	Sell	30,949 -320	-1%	-$9.83K	0.59%	27
2020 Q3	$963K	Sell	31,269 -159	-0.5%	-$4.92K	0.71%	23
2020 Q2	$970K	Sell	31,428 -8,689	-22%	-$265K	0.77%	22
2020 Q1	$1.21M	Buy	+40,117	New	+$1.19M	1.21%	17

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's SPAB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.49% in Q2 2026, buying an estimated $459 and bringing the position to 3,656 shares worth $93.3K. The position accounts for 0.02% of the portfolio, ranked #354.

Matthew Hamilton Rosenberg first reported a position in SPAB in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.66M in Q3 2021. 96 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Matthew Hamilton Rosenberg held 3,656 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $93.3K as of Q2 2026.
Matthew Hamilton Rosenberg bought 18 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $459.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #354 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.66M in Q3 2021.
96 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.