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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% +$2.17K 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
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

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. 539 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.
  • 539 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.