Professional Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Professional Financial Advisors’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	$288K	Sell	11,280 -1,606	-12%	-$41K	0.05%	115
2026 Q1	$330K	Buy	12,886 +4,731	+58%	+$122K	0.07%	102
2025 Q4	$210K	Buy	+8,155	New	+$211K	0.04%	129
2025 Q1	–	Sell	-9,117	Closed	-$228K	–	114
2024 Q4	$228K	Buy	9,117 +116	+1%	+$2.95K	0.06%	102
2024 Q3	$235K	Sell	9,001 -983	-10%	-$25.3K	0.06%	100
2024 Q2	$250K	Sell	9,984 -24	-0.2%	-$598	0.07%	92
2024 Q1	$253K	Sell	10,008 -2,665	-21%	-$67.4K	0.07%	91
2023 Q4	$325K	Sell	12,673 -910	-7%	-$22.4K	0.11%	73
2023 Q3	$331K	Buy	+13,583	New	+$338K	0.15%	75
2022 Q4	–	Sell	-19,777	Closed	-$493K	–	389
2022 Q3	$493K	Buy	19,777 +112	+0.6%	+$2.94K	0.3%	56
2022 Q2	$518K	Sell	19,665 -7,200	-27%	-$192K	0.29%	63
2022 Q1	$747K	Sell	26,865 -5,829	-18%	-$167K	0.32%	55
2021 Q4	$968K	Buy	+32,694	New	+$972K	0.42%	45
2020 Q1	–	Sell	-145,998	Closed	-$4.29M	–	67
2019 Q4	$4.29M	Buy	+145,998	New	+$4.3M	4.07%	4

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

Professional Financial Advisors's SPAB Position: Q2 2026 in Review

Professional Financial Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 12% in Q2 2026, selling an estimated $41K and leaving 11,280 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #115.

Professional Financial Advisors first reported a position in SPAB in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2019. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Professional Financial Advisors held 11,280 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $288K as of Q2 2026.
Professional Financial Advisors sold 1,606 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $41K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #115 holding.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 14 quarters since.
Professional Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.29M in Q4 2019.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.