Plan A Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Plan A Wealth’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	$406K	Sell	15,917 -1,474	-8%	-$37.6K	0.17%	96
2026 Q1	$446K	Sell	17,391 -368	-2%	-$9.49K	0.21%	77
2025 Q4	$457K	Sell	17,759 -1,380	-7%	-$35.7K	0.22%	81
2025 Q3	$495K	Sell	19,139 -7,859	-29%	-$201K	0.25%	71
2025 Q2	$691K	Sell	26,998 -21,596	-44%	-$546K	0.39%	39
2025 Q1	$1.24M	Sell	48,594 -8,124	-14%	-$205K	0.96%	29
2024 Q4	$1.42M	Buy	+56,718	New	+$1.44M	1.3%	23

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Plan A Wealth's SPAB Position: Q2 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.5% in Q2 2026, selling an estimated $37.6K and leaving 15,917 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #96.

Plan A Wealth first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q4 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Plan A Wealth held 15,917 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $406K as of Q2 2026.
Plan A Wealth sold 1,474 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $37.6K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #96 holding.
Plan A Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.42M in Q4 2024.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.