Planning Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Planning Strategies’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	$80.1K	Buy	+3,137	New	+$80K	0.05%	124

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planning Strategies's SPAB Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 3,137 shares worth $80.1K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings.

513 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Planning Strategies held 3,137 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $80.1K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Planning Strategies position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #124 holding.
513 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.