NRI
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NFP Retirement Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

NFP Retirement Inc’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 		$1.43M Buy
56,094
+556
+1% +$14.2K 0.08% 124
2026
Q1 		$1.42M Buy
55,538
+344
+0.6% +$8.88K 0.09% 122
2025
Q4 		$1.42M Buy
55,194
+713
+1% +$18.5K 0.09% 116
2025
Q3 		$1.41M Buy
54,481
+1,173
+2% +$30K 0.09% 115
2025
Q2 		$1.36M Buy
53,308
+511
+1% +$12.9K 0.09% 117
2025
Q1 		$1.35M Sell
52,797
-1,026
-2% -$25.9K 0.11% 100
2024
Q4 		$1.35M Buy
53,823
+2,522
+5% +$64.1K 0.11% 102
2024
Q3 		$1.34M Buy
51,301
+3,519
+7% +$90.6K 0.11% 104
2024
Q2 		$1.2M Buy
47,782
+409
+0.9% +$10.2K 0.1% 106
2024
Q1 		$1.2M Sell
47,373
-14,421
-23% -$365K 0.1% 107
2023
Q4 		$1.58M Sell
61,794
-38,522
-38% -$948K 0.27% 73
2023
Q3 		$2.44M Buy
100,316
+63,468
+172% +$1.58M 0.47% 49
2023
Q2 		$935K Buy
36,848
+3
+0% +$77 0.17% 99
2023
Q1 		$950K Sell
36,845
-3,876
-10% -$99.2K 0.19% 100
2022
Q4 		$1.02M Buy
40,721
+21,974
+117% +$550K 0.22% 89
2022
Q3 		$468K Sell
18,747
-22,913
-55% -$601K 0.12% 145
2022
Q2 		$1.1M Sell
41,660
-18,505
-31% -$493K 0.28% 73
2022
Q1 		$1.67M Buy
60,165
+16,352
+37% +$467K 0.4% 62
2021
Q4 		$1.3M Sell
43,813
-3,650
-8% -$109K 0.46% 43
2021
Q3 		$1.42M Buy
47,463
+2
+0% +$60 0.58% 36
2021
Q2 		$1.42M Sell
47,461
-32,846
-41% -$980K 0.55% 38
2021
Q1 		$2.38M Buy
80,307
+11,398
+17% +$344K 1.03% 28
2020
Q4 		$2.12M Sell
68,909
-724
-1% -$22.2K 1.31% 22
2020
Q3 		$2.15M Sell
69,633
-139
-0.2% -$4.3K 1.41% 16
2020
Q2 		$2.15M Buy
69,772
+54,467
+356% +$1.66M 1.57% 14
2020
Q1 		$463K Buy
+15,305
New +$455K 0.45% 47

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

NFP Retirement Inc's SPAB Position: Q2 2026 in Review

NFP Retirement Inc increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1% in Q2 2026, buying an estimated $14.2K and bringing the position to 56,094 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #124.

NFP Retirement Inc first reported a position in SPAB in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.44M in Q3 2023. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • NFP Retirement Inc held 56,094 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.43M as of Q2 2026.
  • NFP Retirement Inc bought 556 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $14.2K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of NFP Retirement Inc's portfolio in Q2 2026, its #124 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.44M in Q3 2023.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.