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 Q2	$2.61M	Sell	102,398 -7,283	-7%	-$186K	0.07%	125
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 $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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 Planning Group (Kansas)'s SPAB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.6% in Q2 2026, selling an estimated $186K and leaving 102,398 shares worth $2.61M. The position accounts for 0.07% of the portfolio, ranked #125.

Retirement Planning Group (Kansas) first reported a position in SPAB in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.81M in Q1 2026. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Retirement Planning Group (Kansas) held 102,398 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.61M as of Q2 2026.
Retirement Planning Group (Kansas) sold 7,283 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $186K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #125 holding.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 12 quarters since.
Retirement Planning Group (Kansas)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.81M in Q1 2026.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.