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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
Q3 		$373K Sell
15,320
-597
-4% -$14.9K 0.13% 106
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BCM
Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Plan A Wealth's SPAB Position: Q3 2026 in Review

Plan A Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.8% in Q3 2026, selling an estimated $14.9K and leaving 15,320 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #106.

Plan A Wealth first reported a position in SPAB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2024. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Plan A Wealth held 15,320 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $373K as of Q3 2026.
  • Plan A Wealth sold 597 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $14.9K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of Plan A Wealth's portfolio in Q3 2026, its #106 holding.
  • Plan A Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.42M in Q4 2024.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.