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 Q2	$627K	Hold	24,467	–	–	0.11%	73
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 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Retirement Income Solutions's SPAB Position: Q2 2026 in Review

Retirement Income Solutions held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 24,467 shares worth $627K. The position accounts for 0.11% of the portfolio, ranked #73.

Retirement Income Solutions first reported a position in SPAB in Q2 2025 and has held it in 5 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Retirement Income Solutions held 24,467 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $627K as of Q2 2026.
Retirement Income Solutions left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Retirement Income Solutions's portfolio in Q2 2026, its #73 holding.
Retirement Income Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.