SPC
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Sigma Planning Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sigma Planning Corp’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 		– Sell
-8,648
Closed -$222K – 1465
2026
Q1 		$222K Buy
+8,648
New +$223K 0.01% 1188
2023
Q4 		– Sell
-12,810
Closed -$312K – 1131
2023
Q3 		$312K Buy
+12,810
New +$319K 0.01% 906
2020
Q1 		– Sell
-11,187
Closed -$329K – 1083
2019
Q4 		$329K Buy
11,187
+1,959
+21% +$57.7K 0.01% 753
2019
Q3 		$274K Buy
9,228
+99
+1% +$2.91K 0.01% 805
2019
Q2 		$266K Sell
9,129
-1,467
-14% -$42K 0.01% 792
2019
Q1 		$302K Sell
10,596
-2,319
-18% -$65.1K 0.02% 675
2018
Q4 		$360K Sell
12,915
-4,636
-26% -$127K 0.03% 537
2018
Q3 		$486K Sell
17,551
-2,733
-13% -$76K 0.03% 494
2018
Q2 		$566K Sell
20,284
-3,316
-14% -$92.3K 0.04% 423
2018
Q1 		$665K Sell
23,600
-1,158
-5% -$32.7K 0.05% 360
2017
Q4 		$712K Buy
24,758
+10,018
+68% +$288K 0.05% 338
2017
Q3 		$425K Buy
14,740
+26
+0.2% +$751 0.04% 482
2017
Q2 		$424K Sell
14,714
-2,752
-16% -$79.2K 0.04% 454
2017
Q1 		$499K Buy
17,466
+8,578
+97% +$244K 0.05% 391
2016
Q4 		$253K Sell
8,888
-2,080
-19% -$60.1K 0.03% 572
2016
Q3 		$325K Buy
+10,968
New +$325K 0.04% 488
2015
Q1 		– Sell
-7,450
Closed -$217K – 785
2014
Q4 		$217K Buy
+7,450
New +$217K 0.03% 612

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

Sigma Planning Corp's SPAB Position: Q2 2026 in Review

Sigma Planning Corp sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 8,648 shares — an estimated $222K sold.

Sigma Planning Corp first reported a position in SPAB in Q4 2014 and held it in 17 quarters. The position peaked at $712K in Q4 2017. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Sigma Planning Corp reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 8,648 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $222K.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2014 and held it in 17 quarters.
  • Sigma Planning Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $712K in Q4 2017.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.