PS
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Principal Securities’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Principal Securities’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 		$978K Sell
38,325
-157
-0.4% -$4K 0.01% 795
2026
Q1 		$986K Sell
38,482
-19,806
-34% -$511K 0.01% 732
2025
Q4 		$1.5M Buy
58,288
+2,077
+4% +$53.8K 0.02% 563
2025
Q3 		$1.45M Buy
56,211
+1,313
+2% +$33.6K 0.02% 541
2025
Q2 		$1.41M Buy
54,898
+49,666
+949% +$1.26M 0.03% 514
2025
Q1 		$131K Hold
5,232
– – ﹤0.01% 1312
2024
Q4 		$131K Buy
5,232
+237
+5% +$6.03K ﹤0.01% 1312
2024
Q3 		$131K Buy
4,995
+3,163
+173% +$81.5K ﹤0.01% 1273
2024
Q2 		$46K Buy
1,832
+89
+5% +$2.22K ﹤0.01% 1661
2024
Q1 		$44.1K Hold
1,743
– – ﹤0.01% 1626
2023
Q4 		$44.7K Buy
+1,743
New +$42.9K ﹤0.01% 1538

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Principal Securities's SPAB Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.41% in Q2 2026, selling an estimated $4K and leaving 38,325 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #795.

Principal Securities first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Principal Securities held 38,325 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $978K as of Q2 2026.
  • Principal Securities sold 157 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $4K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #795 holding.
  • Principal Securities first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.5M in Q4 2025.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.