PFA
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Pinnacle Family Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Pinnacle Family 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
Q1 		$1.07M Buy
41,820
+205
+0.5% +$5.29K 0.5% 39
2025
Q4 		$1.07M Sell
41,615
-37,242
-47% -$964K 0.47% 44
2025
Q3 		$2.04M Buy
78,857
+1,692
+2% +$43.3K 0.89% 26
2025
Q2 		$1.98M Sell
77,165
-1,306
-2% -$33K 0.96% 25
2025
Q1 		$2M Sell
78,471
-3,780
-5% -$95.4K 1.09% 25
2024
Q4 		$2.06M Buy
82,251
+14,107
+21% +$359K 0.99% 25
2024
Q3 		$1.78M Buy
68,144
+11,451
+20% +$295K 0.92% 27
2024
Q2 		$1.42M Sell
56,693
-4,869
-8% -$121K 0.79% 28
2024
Q1 		$1.56M Buy
61,562
+20,999
+52% +$531K 0.83% 24
2023
Q4 		$1.04M Sell
40,563
-1,134
-3% -$27.9K 0.61% 30
2023
Q3 		$1.01M Buy
41,697
+423
+1% +$10.5K 0.58% 27
2023
Q2 		$1.05M Sell
41,274
-834
-2% -$21.3K 0.57% 33
2023
Q1 		$1.09M Buy
42,108
+2,630
+7% +$67.3K 0.66% 32
2022
Q4 		$992K Sell
39,478
-546
-1% -$13.7K 0.71% 29
2022
Q3 		$999K Buy
40,024
+8,660
+28% +$227K 0.87% 22
2022
Q2 		$826K Sell
31,364
-13,964
-31% -$372K 0.67% 31
2022
Q1 		$1.26M Buy
45,328
+2,173
+5% +$62.1K 0.67% 22
2021
Q4 		$1.28M Buy
43,155
+10,426
+32% +$310K 0.58% 31
2021
Q3 		$977K Buy
32,729
+5,589
+21% +$168K 0.44% 39
2021
Q2 		$814K Sell
27,140
-707
-3% -$21.1K 0.36% 51
2021
Q1 		$826K Buy
27,847
+290
+1% +$8.75K 0.43% 48
2020
Q4 		$848K Buy
+27,557
New +$846K 0.52% 45

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Pinnacle Family Advisors's SPAB Position: Q1 2026 in Review

Pinnacle Family Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.49% in Q1 2026, buying an estimated $5.29K and bringing the position to 41,820 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #39.

Pinnacle Family Advisors first reported a position in SPAB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.06M in Q4 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Pinnacle Family Advisors held 41,820 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.07M as of Q1 2026.
  • Pinnacle Family Advisors bought 205 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.29K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.5% of Pinnacle Family Advisors's portfolio in Q1 2026, its #39 holding.
  • Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Family Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.06M in Q4 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.