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

Scissortail 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
Q2 		$2.49M Buy
97,486
+17,715
+22% +$452K 0.48% 50
2026
Q1 		$2.04M Buy
79,771
+28,699
+56% +$740K 0.41% 55
2025
Q4 		$1.32M Buy
51,072
+271
+0.5% +$7.01K 0.3% 62
2025
Q3 		$1.31M Sell
50,801
-4,811
-9% -$123K 0.29% 61
2025
Q2 		$1.42M Sell
55,612
-9,341
-14% -$236K 0.34% 58
2025
Q1 		$1.66M Buy
64,953
+31,756
+96% +$801K 0.43% 60
2024
Q4 		$830K Buy
33,197
+33,148
+67,649% +$843K 0.21% 74
2024
Q3 		$869K Buy
+49
New +$1.26K 0.21% 70
2023
Q4 		– Sell
-55,352
Closed -$1.32M – 160
2023
Q3 		$1.32M Buy
+55,352
New +$1.38M 1.04% 26
2023
Q2 		– Sell
-49,540
Closed -$1.28M – 49
2023
Q1 		$1.28M Sell
49,540
-205
-0.4% -$5.24K 1.15% 26
2022
Q4 		$1.27M Sell
49,745
-167
-0.3% -$4.18K 0.73% 31
2022
Q3 		$1.22M Buy
+49,912
New +$1.31M 0.64% 41
2022
Q2 		– Sell
-46,003
Closed -$1.22M – 140
2022
Q1 		$1.22M Buy
+46,003
New +$1.31M 0.6% 41

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

Scissortail Wealth Management's SPAB Position: Q2 2026 in Review

Scissortail Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 22% in Q2 2026, buying an estimated $452K and bringing the position to 97,486 shares worth $2.49M. The position accounts for 0.48% of the portfolio, ranked #50.

Scissortail Wealth Management first reported a position in SPAB in Q1 2022 and has held it in 13 quarters since. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Scissortail Wealth Management held 97,486 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.49M as of Q2 2026.
  • Scissortail Wealth Management bought 17,715 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $452K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.48% of Scissortail Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Scissortail Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.