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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

MJT & Associates Financial Advisory's SPAB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 257 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

MJT & Associates Financial Advisory first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $289K in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • MJT & Associates Financial Advisory held 257 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $6.56K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #255 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 6 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $289K in Q1 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.