Retirement Planning Group (Kansas)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Retirement Planning Group (Kansas)’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	$2.81M	Buy	+109,681	New	+$2.83M	0.09%	104
2023 Q4	–	Sell	-35,474	Closed	-$863K	–	193
2023 Q3	$863K	Hold	35,474	–	–	0.09%	62
2023 Q2	$900K	Sell	35,474 -293	-0.8%	-$7.5K	0.09%	65
2023 Q1	$922K	Hold	35,767	–	–	0.1%	61
2022 Q4	$899K	Buy	+35,767	New	+$896K	0.1%	65
2020 Q2	–	Sell	-9,007	Closed	-$272K	–	62
2020 Q1	$272K	Sell	9,007 -3,734	-29%	-$111K	0.07%	49
2019 Q4	$374K	Buy	12,741 +2,813	+28%	+$82.9K	0.07%	52
2019 Q3	$294K	Buy	9,928 +177	+2%	+$5.21K	0.06%	57
2019 Q2	$284K	Hold	9,751	–	–	0.06%	54
2019 Q1	$278K	Buy	9,751 +992	+11%	+$27.8K	0.07%	55
2018 Q4	$244K	Buy	+8,759	New	+$241K	0.07%	61

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return