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Narus Financial Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Narus Financial Partners’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 		$913K Buy
35,765
+2,939
+9% +$75K 0.23% 75
2026
Q1 		$841K Buy
32,826
+1,447
+5% +$37.3K 0.22% 70
2025
Q4 		$808K Buy
31,379
+1,179
+4% +$30.5K 0.22% 67
2025
Q3 		$781K Buy
30,200
+1,506
+5% +$38.5K 0.21% 70
2025
Q2 		$735K Buy
28,694
+3,753
+15% +$94.9K 0.23% 67
2025
Q1 		$637K Buy
24,941
+888
+4% +$22.4K 0.22% 67
2024
Q4 		$601K Buy
24,053
+1,695
+8% +$43.1K 0.2% 67
2024
Q3 		$584K Buy
22,358
+2,617
+13% +$67.4K 0.21% 69
2024
Q2 		$495K Buy
19,741
+944
+5% +$23.5K 0.2% 75
2024
Q1 		$475K Buy
18,797
+1,679
+10% +$42.4K 0.2% 77
2023
Q4 		$439K Sell
17,118
-395
-2% -$9.72K 0.21% 77
2023
Q3 		$426K Buy
17,513
+340
+2% +$8.47K 0.22% 69
2023
Q2 		$436K Sell
17,173
-4,339
-20% -$111K 0.23% 69
2023
Q1 		$555K Buy
21,512
+2,692
+14% +$68.9K 0.3% 62
2022
Q4 		$473K Sell
18,820
-913
-5% -$22.9K 0.27% 66
2022
Q3 		$492K Sell
19,733
-381
-2% -$9.99K 0.31% 55
2022
Q2 		$530K Sell
20,114
-18,443
-48% -$491K 0.34% 52
2022
Q1 		$1.07M Buy
+38,557
New +$1.1M 0.6% 30
2021
Q1 		$710K Buy
+23,937
New +$722K 0.42% 37
2019
Q4 		$500K Buy
17,006
+454
+3% +$13.4K 0.35% 34
2019
Q3 		$491K Buy
16,552
+479
+3% +$14.1K 0.36% 33
2019
Q2 		$469K Buy
+16,073
New +$460K 0.36% 33

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

Narus Financial Partners's SPAB Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9% in Q2 2026, buying an estimated $75K and bringing the position to 35,765 shares worth $913K. The position accounts for 0.23% of the portfolio, ranked #75.

Narus Financial Partners first reported a position in SPAB in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.07M in Q1 2022. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Narus Financial Partners held 35,765 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $913K as of Q2 2026.
  • Narus Financial Partners bought 2,939 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $75K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.23% of Narus Financial Partners's portfolio in Q2 2026, its #75 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • Narus Financial Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.07M in Q1 2022.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.