Sharkey, Howes & Javer’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sharkey, Howes & Javer’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	$401K	Sell	15,707 -1,962	-11%	-$50.1K	0.05%	127
2026 Q1	$453K	Sell	17,669 -11,933	-40%	-$308K	0.06%	117
2025 Q4	$762K	Sell	29,602 -26,127	-47%	-$676K	0.1%	92
2025 Q3	$1.44M	Sell	55,729 -80,663	-59%	-$2.06M	0.19%	66
2025 Q2	$3.49M	Buy	136,392 +111,315	+444%	+$2.81M	0.47%	43
2025 Q1	$640K	Sell	25,077 -208,074	-89%	-$5.25M	0.09%	98
2024 Q4	$5.83M	Sell	233,151 -86,316	-27%	-$2.19M	0.82%	26
2024 Q3	$8.35M	Buy	+319,467	New	+$8.23M	1.19%	20
2023 Q1	–	Sell	-26,667	Closed	-$670K	–	103
2022 Q4	$670K	Sell	26,667 -73,377	-73%	-$1.84M	0.15%	65
2022 Q3	$2.5M	Buy	+100,044	New	+$2.62M	0.54%	34

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Sharkey, Howes & Javer's SPAB Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q2 2026, selling an estimated $50.1K and leaving 15,707 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #127.

Sharkey, Howes & Javer first reported a position in SPAB in Q3 2022 and has held it in 10 quarters since. The position peaked at $8.35M in Q3 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Sharkey, Howes & Javer held 15,707 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $401K as of Q2 2026.
Sharkey, Howes & Javer sold 1,962 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $50.1K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #127 holding.
Sharkey, Howes & Javer first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 10 quarters since.
Sharkey, Howes & Javer's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.35M in Q3 2024.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.