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Millington Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Millington Financial Advisors’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
Q1 		$510K Buy
19,887
+306
+2% +$7.89K 0.21% 76
2025
Q4 		$506K Sell
19,581
-3,706
-16% -$95.9K 0.22% 75
2025
Q3 		$604K Buy
23,287
+12
+0.1% +$307 0.29% 65
2025
Q2 		$590K Buy
23,275
+2,987
+15% +$75.5K 0.3% 62
2025
Q1 		$508K Buy
20,288
+1,109
+6% +$28K 0.31% 61
2024
Q4 		$481K Buy
19,179
+1,454
+8% +$37K 0.28% 56
2024
Q3 		$463K Buy
17,725
+508
+3% +$13.1K 0.29% 58
2024
Q2 		$432K Sell
17,217
-423
-2% -$10.5K 0.3% 55
2024
Q1 		$446K Sell
17,640
-152
-0.9% -$3.84K 0.32% 58
2023
Q4 		$456K Buy
17,792
+88
+0.5% +$2.17K 0.37% 54
2023
Q3 		$431K Buy
17,704
+1,113
+7% +$27.7K 0.39% 52
2023
Q2 		$421K Sell
16,591
-2,941
-15% -$75.2K 0.37% 54
2023
Q1 		$504K Buy
19,532
+11
+0.1% +$281 0.47% 49
2022
Q4 		$491K Buy
+19,521
New +$489K 0.48% 48

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Millington Financial Advisors's SPAB Position: Q1 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.6% in Q1 2026, buying an estimated $7.89K and bringing the position to 19,887 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #76.

Millington Financial Advisors first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $604K in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Millington Financial Advisors held 19,887 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $510K as of Q1 2026.
  • Millington Financial Advisors bought 306 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $7.89K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.21% of Millington Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $604K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.