PKS Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

PKS Advisory 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	$952K	Buy	37,150 +1,436	+4%	+$37K	0.22%	97
2025 Q4	$920K	Sell	35,714 -1,699	-5%	-$44K	0.21%	95
2025 Q3	$967K	Sell	37,413 -457	-1%	-$11.7K	0.2%	91
2025 Q2	$969K	Sell	37,870 -1,575	-4%	-$39.8K	0.24%	86
2025 Q1	$1.01M	Buy	39,445 +2,173	+6%	+$54.8K	0.28%	73
2024 Q4	$931K	Buy	+37,272	New	+$948K	0.23%	74

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

PKS Advisory Services's SPAB Position: Q1 2026 in Review

PKS Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4% in Q1 2026, buying an estimated $37K and bringing the position to 37,150 shares worth $952K. The position accounts for 0.22% of the portfolio, ranked #97.

PKS Advisory Services first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

PKS Advisory Services held 37,150 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $952K as of Q1 2026.
PKS Advisory Services bought 1,436 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $37K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.22% of PKS Advisory Services's portfolio in Q1 2026, its #97 holding.
PKS Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.01M in Q1 2025.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.