Snider Financial Group
SPAB icon

Snider Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Snider Financial Group’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
Q3 		$589K Buy
24,193
+27
+0.1% +$676 0.14% 69
2026
Q2 		$617K Buy
24,166
+784
+3% +$20K 0.16% 68
2026
Q1 		$599K Buy
23,382
+290
+1% +$7.48K 0.18% 64
2025
Q4 		$595K Buy
23,092
+1,139
+5% +$29.5K 0.16% 68
2025
Q3 		$567K Buy
21,953
+534
+2% +$13.7K 0.15% 72
2025
Q2 		$548K Sell
21,419
-513
-2% -$13K 0.16% 70
2025
Q1 		$560K Sell
21,932
-2,220
-9% -$56K 0.18% 71
2024
Q4 		$604K Sell
24,152
-1,181
-5% -$30K 0.19% 67
2024
Q3 		$662K Buy
25,333
+4,947
+24% +$127K 0.24% 50
2024
Q2 		$511K Sell
20,386
-1,234
-6% -$30.8K 0.2% 51
2024
Q1 		$547K Buy
21,620
+203
+0.9% +$5.13K 0.23% 49
2023
Q4 		$549K Sell
21,417
-1,328
-6% -$32.7K 0.25% 47
2023
Q3 		$554K Sell
22,745
-518
-2% -$12.9K 0.27% 50
2023
Q2 		$590K Buy
23,263
+8,355
+56% +$214K 0.28% 49
2023
Q1 		$384K Buy
14,908
+84
+0.6% +$2.15K 0.2% 44
2022
Q4 		$373K Sell
14,824
-303
-2% -$7.59K 0.21% 44
2022
Q3 		$382K Sell
15,127
-181
-1% -$4.74K 0.21% 43
2022
Q2 		$403K Sell
15,308
-6,314
-29% -$168K 0.22% 43
2022
Q1 		$601K Buy
+21,622
New +$618K 0.27% 42

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Snider Financial Group's SPAB Position: Q3 2026 in Review

Snider Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.11% in Q3 2026, buying an estimated $676 and bringing the position to 24,193 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #69.

Snider Financial Group first reported a position in SPAB in Q1 2022 and has held it in 19 quarters since. The position peaked at $662K in Q3 2024. 178 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Snider Financial Group held 24,193 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $589K as of Q3 2026.
  • Snider Financial Group bought 27 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $676.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Snider Financial Group's portfolio in Q3 2026, its #69 holding.
  • Snider Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Snider Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $662K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.