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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

RKL Wealth Management's SPAB Position: Q1 2026 in Review

RKL Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.64% in Q1 2026, buying an estimated $1.52K and bringing the position to 9,229 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #171.

RKL Wealth Management first reported a position in SPAB in Q4 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • RKL Wealth Management held 9,229 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $236K as of Q1 2026.
  • RKL Wealth Management bought 59 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.52K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of RKL Wealth Management's portfolio in Q1 2026, its #171 holding.
  • RKL Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.