Prospect Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Prospect Financial Group’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	$1.61M	Buy	63,072 +42	+0.1%	+$1.07K	1.3%	23
2026 Q1	$1.61M	Sell	63,030 -257	-0.4%	-$6.63K	1.49%	19
2025 Q4	$1.63M	Buy	63,287 +533	+0.8%	+$13.8K	1.52%	18
2025 Q3	$1.62M	Buy	62,754 +85	+0.1%	+$2.18K	1.58%	18
2025 Q2	$1.6M	Sell	62,669 -824	-1%	-$20.8K	1.68%	18
2025 Q1	$1.62M	Sell	63,493 -288	-0.5%	-$7.27K	2.07%	15
2024 Q4	$1.59M	Buy	+63,781	New	+$1.62M	1.96%	16

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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 72.53% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return

Prospect Financial Group's SPAB Position: Q2 2026 in Review

Prospect Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.07% in Q2 2026, buying an estimated $1.07K and bringing the position to 63,072 shares worth $1.61M. The position accounts for 1.3% of the portfolio, ranked #23.

Prospect Financial Group first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 545 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Prospect Financial Group held 63,072 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.61M as of Q2 2026.
Prospect Financial Group bought 42 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.07K.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.3% of Prospect Financial Group's portfolio in Q2 2026, its #23 holding.
Prospect Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Prospect Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.63M in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.