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Peak Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Peak Financial Advisors’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 		– Sell
-9,443
Closed -$242K – 85
2026
Q1 		$242K Sell
9,443
-7,277
-44% -$188K 0.11% 67
2025
Q4 		$431K Buy
16,720
+5,896
+54% +$153K 0.19% 78
2025
Q3 		$280K Buy
10,824
+1,526
+16% +$39.1K 0.13% 82
2025
Q2 		$238K Buy
+9,298
New +$235K 0.12% 83
2025
Q1 		– Sell
-11,180
Closed -$279K – 87
2024
Q4 		$279K Buy
11,180
+3,052
+38% +$77.6K 0.15% 72
2024
Q3 		$212K Sell
8,128
-3,287
-29% -$84.7K 0.11% 71
2024
Q2 		$286K Buy
+11,415
New +$285K 0.16% 70
2023
Q4 		– Sell
-8,712
Closed -$212K – 75
2023
Q3 		$212K Sell
8,712
-7,165
-45% -$179K 0.23% 49
2023
Q2 		$403K Buy
+15,877
New +$406K 0.32% 44
2023
Q1 		– Sell
-314,100
Closed -$7.89M – 72
2022
Q4 		$7.89M Buy
314,100
+108,644
+53% +$2.72M 7.19% 2
2022
Q3 		$5.13M Buy
205,456
+60,098
+41% +$1.58M 6.3% 3
2022
Q2 		$3.83M Sell
145,358
-57,698
-28% -$1.54M 3.79% 6
2022
Q1 		$5.64M Buy
203,056
+6,148
+3% +$176K 4.84% 2
2021
Q4 		$5.83M Buy
+196,908
New +$5.86M 4.5% 5

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

Peak Financial Advisors's SPAB Position: Q2 2026 in Review

Peak Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 9,443 shares — an estimated $242K sold.

Peak Financial Advisors first reported a position in SPAB in Q4 2021 and held it in 14 quarters. The position peaked at $7.89M in Q4 2022. 95 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Peak Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 9,443 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $242K.
  • Peak Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Peak Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.89M in Q4 2022.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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