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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Scissortail Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 56% in Q1 2026, buying an estimated $740K and bringing the position to 79,771 shares worth $2.04M. The position accounts for 0.41% of the portfolio, ranked #55.

Scissortail Wealth Management first reported a position in SPAB in Q1 2022 and has held it in 12 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Scissortail Wealth Management held 79,771 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.04M as of Q1 2026.
Scissortail Wealth Management bought 28,699 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $740K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.41% of Scissortail Wealth Management's portfolio in Q1 2026, its #55 holding.
Scissortail Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 12 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.