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Pinnacle Wealth Planning Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.5M Buy
958,023
+10,194
+1% +$263K 2.54% 5
2025
Q4 		$24.4M Buy
947,829
+85,091
+10% +$2.2M 2.55% 6
2025
Q3 		$22.3M Buy
862,738
+70,755
+9% +$1.81M 2.61% 7
2025
Q2 		$20.3M Buy
791,983
+18,678
+2% +$472K 2.67% 5
2025
Q1 		$19.8M Buy
773,305
+40,010
+5% +$1.01M 2.97% 5
2024
Q4 		$18.3M Buy
733,295
+53,876
+8% +$1.37M 2.75% 6
2024
Q3 		$17.8M Buy
679,419
+44,178
+7% +$1.14M 2.41% 7
2024
Q2 		$15.9M Buy
635,241
+60,443
+11% +$1.51M 2.28% 8
2024
Q1 		$14.5M Buy
574,798
+23,684
+4% +$599K 2.13% 7
2023
Q4 		$14.1M Buy
551,114
+38,905
+8% +$957K 2.22% 7
2023
Q3 		$12.5M Buy
512,209
+23,608
+5% +$588K 2.05% 8
2023
Q2 		$12.4M Buy
488,601
+29,845
+7% +$763K 2% 8
2023
Q1 		$11.8M Buy
458,756
+32,422
+8% +$829K 1.97% 9
2022
Q4 		$10.7M Buy
426,334
+98,696
+30% +$2.47M 1.9% 8
2022
Q3 		$8.18M Buy
327,638
+16,968
+5% +$445K 1.51% 11
2022
Q2 		$8.19M Sell
310,670
-32,879
-10% -$876K 1.47% 13
2022
Q1 		$9.55M Sell
343,549
-36,906
-10% -$1.05M 1.74% 11
2021
Q4 		$11.3M Buy
380,455
+38,292
+11% +$1.14M 2.2% 8
2021
Q3 		$10.2M Buy
342,163
+20,107
+6% +$606K 2.26% 5
2021
Q2 		$9.66M Buy
322,056
+6,516
+2% +$194K 2.25% 6
2021
Q1 		$9.36M Sell
315,540
-33,776
-10% -$1.02M 2.4% 5
2020
Q4 		$10.8M Buy
349,316
+31,178
+10% +$958K 2.57% 4
2020
Q3 		$9.8M Buy
318,138
+91,981
+41% +$2.85M 3.24% 4
2020
Q2 		$6.98M Sell
226,157
-19,121
-8% -$584K 2.27% 8
2020
Q1 		$7.41M Sell
245,278
-15,196
-6% -$452K 3.52% 4
2019
Q4 		$7.65M Sell
260,474
-41,961
-14% -$1.24M 3.6% 3
2019
Q3 		$8.14M Buy
302,435
+45,674
+18% +$1.34M 4.43% 3
2019
Q2 		$7.49M Buy
256,761
+5,633
+2% +$161K 4.52% 3
2019
Q1 		$7.17M Sell
251,128
-59,951
-19% -$1.68M 4.81% 3
2018
Q4 		$8.66M Buy
311,079
+56,516
+22% +$1.55M 5.54% 3
2018
Q3 		$7.05M Buy
254,563
+20,601
+9% +$573K 6.45% 1
2018
Q2 		$6.53M Buy
233,962
+12,700
+6% +$354K 6.34% 1
2018
Q1 		$6.23M Buy
221,262
+196,272
+785% +$5.54M 6.41% 1
2017
Q4 		$718K Buy
+24,990
New +$719K 1.46% 16

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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPAB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.1% in Q1 2026, buying an estimated $263K and bringing the position to 958,023 shares worth $24.5M. The position accounts for 2.54% of the portfolio, ranked #5.

Pinnacle Wealth Planning Services first reported a position in SPAB in Q4 2017 and has held it in 34 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 958,023 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $24.5M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10,194 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $263K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.54% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #5 holding.
  • Pinnacle Wealth Planning Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.