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Retirement Income Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Retirement Income Solutions’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
Q1 		$627K Buy
24,467
+470
+2% +$12.1K 0.11% 74
2025
Q4 		$618K Buy
23,997
+9,918
+70% +$257K 0.1% 78
2025
Q3 		$364K Sell
14,079
-444
-3% -$11.4K 0.06% 108
2025
Q2 		$372K Buy
+14,523
New +$367K 0.07% 104

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Retirement Income Solutions's SPAB Position: Q1 2026 in Review

Retirement Income Solutions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2% in Q1 2026, buying an estimated $12.1K and bringing the position to 24,467 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #74.

Retirement Income Solutions first reported a position in SPAB in Q2 2025 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Retirement Income Solutions held 24,467 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $627K as of Q1 2026.
  • Retirement Income Solutions bought 470 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $12.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Retirement Income Solutions's portfolio in Q1 2026, its #74 holding.
  • Retirement Income Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.