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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
Q3 		$277K Buy
11,355
+75
+0.7% +$1.88K 0.05% 117
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

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

Professional Financial Advisors's SPAB Position: Q3 2026 in Review

Professional Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.66% in Q3 2026, buying an estimated $1.88K and bringing the position to 11,355 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #117.

Professional Financial Advisors first reported a position in SPAB in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.29M in Q4 2019. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Professional Financial Advisors held 11,355 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $277K as of Q3 2026.
  • Professional Financial Advisors bought 75 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $1.88K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Professional Financial Advisors's portfolio in Q3 2026, its #117 holding.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 15 quarters since.
  • Professional Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.29M in Q4 2019.
  • 47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.