Opulen Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Opulen Financial Group’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	$805K	Buy	31,545 +234	+0.7%	+$5.97K	0.51%	41
2026 Q1	$802K	Sell	31,311 -552	-2%	-$14.2K	0.56%	38
2025 Q4	$820K	Sell	31,863 -181	-0.6%	-$4.68K	0.6%	36
2025 Q3	$828K	Sell	32,044 -286	-0.9%	-$7.32K	0.63%	36
2025 Q2	$828K	Buy	32,330 +323	+1%	+$8.16K	0.68%	33
2025 Q1	$817K	Sell	32,007 -2,358	-7%	-$59.5K	0.74%	29
2024 Q4	$859K	Buy	+34,365	New	+$874K	0.78%	28

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Opulen Financial Group's SPAB Position: Q2 2026 in Review

Opulen Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.75% in Q2 2026, buying an estimated $5.97K and bringing the position to 31,545 shares worth $805K. The position accounts for 0.51% of the portfolio, ranked #41.

Opulen Financial Group first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $859K in Q4 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Opulen Financial Group held 31,545 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $805K as of Q2 2026.
Opulen Financial Group bought 234 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $5.97K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.51% of Opulen Financial Group's portfolio in Q2 2026, its #41 holding.
Opulen Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $859K in Q4 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.