OFP
SPAB icon

OLIO Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

OLIO Financial Planning’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 		$224K Hold
8,777
– – 0.06% 62
2026
Q1 		$225K Hold
8,777
– – 0.06% 64
2025
Q4 		$226K Hold
8,777
– – 0.06% 62
2025
Q3 		$227K Buy
8,777
+420
+5% +$10.8K 0.07% 62
2025
Q2 		$214K Hold
8,357
– – 0.07% 61
2025
Q1 		$213K Buy
+8,357
New +$211K 0.07% 58

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

OLIO Financial Planning's SPAB Position: Q2 2026 in Review

OLIO Financial Planning held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 8,777 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #62.

OLIO Financial Planning first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $227K in Q3 2025. 95 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • OLIO Financial Planning held 8,777 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $224K as of Q2 2026.
  • OLIO Financial Planning left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of OLIO Financial Planning's portfolio in Q2 2026, its #62 holding.
  • OLIO Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • OLIO Financial Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $227K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.