MJT & Associates Financial Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MJT & Associates Financial Advisory’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	$6.56K	Hold	257	–	–	﹤0.01%	255
2026 Q1	$6.58K	Sell	257 -505	-66%	-$13K	﹤0.01%	235
2025 Q4	$19.6K	Hold	762	–	–	0.01%	126
2025 Q3	$19.7K	Sell	762 -10,174	-93%	-$260K	0.02%	125
2025 Q2	$280K	Sell	10,936 -370	-3%	-$9.35K	0.35%	33
2025 Q1	$289K	Buy	+11,306	New	+$285K	0.28%	38

Other funds holding SPAB

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM