RKL Wealth Management
SPAB icon

RKL Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

RKL Wealth Management’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
Q3 		$233K Buy
9,577
+1
+0% +$25 0.02% 180
2026
Q2 		$244K Buy
9,576
+347
+4% +$8.85K 0.02% 176
2026
Q1 		$236K Buy
9,229
+59
+0.6% +$1.52K 0.02% 171
2025
Q4 		$236K Buy
+9,170
New +$237K 0.02% 170

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Trinity Wealth Management
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

RKL Wealth Management's SPAB Position: Q3 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.01% in Q3 2026, buying an estimated $25 and bringing the position to 9,577 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #180.

RKL Wealth Management first reported a position in SPAB in Q4 2025 and has held it in 4 quarters since. The position peaked at $244K in Q2 2026. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • RKL Wealth Management held 9,577 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $233K as of Q3 2026.
  • RKL Wealth Management bought 1 State Street SPDR Portfolio Aggregate Bond ETF share in Q3 2026, an estimated $25.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of RKL Wealth Management's portfolio in Q3 2026, its #180 holding.
  • RKL Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • RKL Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $244K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.