PIFP
SPAB icon

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

Partners in 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 		$2.71M Buy
106,260
+1,025
+1% +$26.1K 0.41% 30
2026
Q1 		$2.7M Buy
105,235
+2,902
+3% +$74.9K 0.45% 28
2025
Q4 		$2.64M Buy
102,333
+714
+0.7% +$18.5K 0.45% 30
2025
Q3 		$2.63M Buy
101,619
+1,634
+2% +$41.8K 0.45% 30
2025
Q2 		$2.56M Buy
99,985
+18,102
+22% +$458K 0.47% 27
2025
Q1 		$2.09M Sell
81,883
-11,380
-12% -$287K 0.42% 28
2024
Q4 		$2.33M Buy
93,263
+13,643
+17% +$347K 0.48% 28
2024
Q3 		$2.08M Buy
79,620
+2,735
+4% +$70.4K 0.42% 30
2024
Q2 		$1.93M Sell
76,885
-790
-1% -$19.7K 0.42% 29
2024
Q1 		$1.96M Sell
77,675
-199
-0.3% -$5.03K 0.44% 27
2023
Q4 		$2M Sell
77,874
-36,276
-32% -$892K 0.47% 27
2023
Q3 		$2.78M Sell
114,150
-4,472
-4% -$111K 0.72% 20
2023
Q2 		$3.01M Buy
118,622
+8,803
+8% +$225K 0.77% 18
2023
Q1 		$2.83M Buy
109,819
+1,212
+1% +$31K 0.75% 21
2022
Q4 		$2.74M Buy
108,607
+70,356
+184% +$1.76M 0.76% 22
2022
Q3 		$960K Buy
38,251
+13,683
+56% +$359K 0.27% 38
2022
Q2 		$635K Buy
+24,568
New +$655K 0.2% 49

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

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

Partners in Financial Planning increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.97% in Q2 2026, buying an estimated $26.1K and bringing the position to 106,260 shares worth $2.71M. The position accounts for 0.41% of the portfolio, ranked #30.

Partners in Financial Planning first reported a position in SPAB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.01M in Q2 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Partners in Financial Planning held 106,260 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.71M as of Q2 2026.
  • Partners in Financial Planning bought 1,025 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $26.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.41% of Partners in Financial Planning's portfolio in Q2 2026, its #30 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Partners in Financial Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.01M in Q2 2023.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.