Richardson Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Richardson Financial Services’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	$690K	Buy	26,928 +9,731	+57%	+$251K	0.43%	56
2025 Q4	$448K	Buy	17,197 +3,584	+26%	+$92.8K	0.14%	89
2025 Q3	$352K	Sell	13,613 -36,832	-73%	-$943K	0.22%	108
2025 Q2	$1.29M	Buy	50,445 +21,271	+73%	+$538K	0.86%	24
2025 Q1	$745K	Buy	29,174 +3,233	+12%	+$81.6K	0.57%	38
2024 Q4	$650K	Sell	25,941 -1,748	-6%	-$44.4K	0.46%	57
2024 Q3	$696K	Buy	27,689 +1,610	+6%	+$41.5K	0.44%	58
2024 Q2	$654K	Sell	26,079 -1,101	-4%	-$27.4K	0.47%	53
2024 Q1	$680K	Sell	27,180 -3,325	-11%	-$84.1K	0.48%	54
2023 Q4	$782K	Buy	+30,505	New	+$750K	0.69%	42

Other funds holding SPAB

LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B 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 $13B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return