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Root Financial Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Root Financial Partners’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 		– Sell
-2,576
Closed -$66K – 2767
2026
Q1 		$66K Sell
2,576
-1,082
-30% -$27.9K ﹤0.01% 738
2025
Q4 		$94.2K Buy
+3,658
New +$94.7K ﹤0.01% 489

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Root Financial Partners's SPAB Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 2,576 shares — an estimated $66K sold.

Root Financial Partners first reported a position in SPAB in Q4 2025 and held it in 2 quarters. The position peaked at $94.2K in Q4 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Root Financial Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,576 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $66K.
  • Root Financial Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $94.2K in Q4 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.