SFG
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
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

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Snider Financial Group's SPAB Position: Q2 2026 in Review

Snider Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.4% in Q2 2026, buying an estimated $20K and bringing the position to 24,166 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #68.

Snider Financial Group first reported a position in SPAB in Q1 2022 and has held it in 18 quarters since. The position peaked at $662K in Q3 2024. 95 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Snider Financial Group held 24,166 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $617K as of Q2 2026.
  • Snider Financial Group bought 784 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $20K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Snider Financial Group's portfolio in Q2 2026, its #68 holding.
  • Snider Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Snider Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $662K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.