&Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

&Partners’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	$365K	Sell	14,253 -1,413	-9%	-$36.5K	﹤0.01%	1861
2025 Q4	$403K	Sell	15,666 -2,234	-12%	-$57.8K	﹤0.01%	1750
2025 Q3	$463K	Sell	17,900 -933	-5%	-$23.9K	﹤0.01%	1501
2025 Q2	$482K	Sell	18,833 -8,874	-32%	-$224K	﹤0.01%	1379
2025 Q1	$736K	Buy	27,707 +3,126	+13%	+$78.9K	0.01%	951
2024 Q4	$614K	Buy	+24,581	New	+$625K	0.01%	987

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

&Partners's SPAB Position: Q1 2026 in Review

&Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9% in Q1 2026, selling an estimated $36.5K and leaving 14,253 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

&Partners first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $736K in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

&Partners held 14,253 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $365K as of Q1 2026.
&Partners sold 1,413 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $36.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1861 holding.
&Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $736K in Q1 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.