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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

NFP Retirement Inc's SPAB Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.62% in Q1 2026, buying an estimated $8.88K and bringing the position to 55,538 shares worth $1.42M. The position accounts for 0.09% of the portfolio, ranked #122.

NFP Retirement Inc first reported a position in SPAB in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.44M in Q3 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • NFP Retirement Inc held 55,538 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.42M as of Q1 2026.
  • NFP Retirement Inc bought 344 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $8.88K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of NFP Retirement Inc's portfolio in Q1 2026, its #122 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.44M in Q3 2023.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.