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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
Q3 		$6.26K Hold
257
– – ﹤0.01% 247
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

MJT & Associates Financial Advisory's SPAB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2026 at 257 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

MJT & Associates Financial Advisory first reported a position in SPAB in Q1 2025 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • MJT & Associates Financial Advisory held 257 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.26K as of Q3 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #247 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $289K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.