SHF
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Safe Harbor Fiduciary’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-2,583
Closed -$66.5K – 167
2025
Q4 		$66.5K Buy
+2,583
New +$66.8K 0.06% 88
2025
Q2 		$51.8K Buy
2,024
+319
+19% +$8.06K 0.05% 112
2025
Q1 		$43.5K Sell
1,705
-68
-4% -$1.72K 0.05% 104
2024
Q4 		$44.3K Sell
1,773
-17
-0.9% -$432 0.05% 103
2024
Q3 		$46.8K Buy
+1,790
New +$46.1K 0.04% 102

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 $3.38T AUM 44.17% 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 $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Safe Harbor Fiduciary's SPAB Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 2,583 shares — an estimated $66.5K sold.

Safe Harbor Fiduciary first reported a position in SPAB in Q3 2024 and held it in 5 quarters. The position peaked at $66.5K in Q4 2025. 549 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 2,583 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $66.5K.
  • Safe Harbor Fiduciary first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $66.5K in Q4 2025.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.