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

SHP 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 		$67.2K Sell
2,624
-106
-4% -$2.73K 0.01% 440
2025
Q4 		$70.3K Buy
+2,730
New +$70.7K 0.01% 412

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
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 $70.8B AUM 21.68% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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 $47.4B AUM 59.58% 1-Year Est. Return

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

SHP Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.9% in Q1 2026, selling an estimated $2.73K and leaving 2,624 shares worth $67.2K. The position accounts for 0.01% of the portfolio, ranked #440.

SHP Wealth Management first reported a position in SPAB in Q4 2025 and has held it in 2 quarters since. The position peaked at $70.3K in Q4 2025. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • SHP Wealth Management held 2,624 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $67.2K as of Q1 2026.
  • SHP Wealth Management sold 106 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $2.73K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #440 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $70.3K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.