Sharper & Granite’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sharper & Granite’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	$713K	Sell	27,950 -610	-2%	-$15.6K	0.22%	73
2026 Q1	$732K	Buy	28,560 +650	+2%	+$16.8K	0.25%	71
2025 Q4	$719K	Buy	27,910 +9,400	+51%	+$243K	0.25%	70
2025 Q3	$478K	Buy	18,510 +210	+1%	+$5.38K	0.17%	82
2025 Q2	$466K	Buy	18,300 +510	+3%	+$12.9K	0.18%	83
2025 Q1	$454K	Sell	17,790 -2,290	-11%	-$57.8K	0.19%	82
2024 Q4	$502K	Buy	20,080 +12,000	+149%	+$305K	0.22%	81
2024 Q3	$211K	Buy	+8,080	New	+$208K	0.09%	97

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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

Sharper & Granite's SPAB Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.1% in Q2 2026, selling an estimated $15.6K and leaving 27,950 shares worth $713K. The position accounts for 0.22% of the portfolio, ranked #73.

Sharper & Granite first reported a position in SPAB in Q3 2024 and has held it in 8 quarters since. The position peaked at $732K in Q1 2026. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Sharper & Granite held 27,950 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $713K as of Q2 2026.
Sharper & Granite sold 610 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.22% of Sharper & Granite's portfolio in Q2 2026, its #73 holding.
Sharper & Granite first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sharper & Granite's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $732K in Q1 2026.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.