PFA
SPAB icon

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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM