SFS
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Sowell Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sowell Financial Services’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 		$3.37M Buy
131,894
+8,330
+7% +$212K 0.11% 200
2026
Q1 		$3.17M Buy
123,564
+16,295
+15% +$420K 0.12% 188
2025
Q4 		$2.76M Buy
107,269
+9,086
+9% +$235K 0.1% 206
2025
Q3 		$2.54M Buy
98,183
+4,827
+5% +$124K 0.1% 227
2025
Q2 		$2.39M Sell
93,356
-915
-1% -$23.1K 0.1% 214
2025
Q1 		$2.41M Buy
94,271
+4,215
+5% +$106K 0.11% 192
2024
Q4 		$2.25M Sell
90,056
-66,798
-43% -$1.7M 0.12% 194
2024
Q3 		$4.1M Buy
156,854
+4,885
+3% +$126K 0.19% 124
2024
Q2 		$3.81M Buy
151,969
+8,757
+6% +$218K 0.18% 132
2024
Q1 		$3.62M Buy
143,212
+16,934
+13% +$428K 0.17% 139
2023
Q4 		$3.24M Buy
126,278
+4,828
+4% +$119K 0.18% 141
2023
Q3 		$2.96M Buy
121,450
+20,953
+21% +$522K 0.19% 137
2023
Q2 		$2.55M Buy
100,497
+48,427
+93% +$1.24M 0.14% 170
2023
Q1 		$1.34M Sell
52,070
-36,952
-42% -$945K 0.1% 240
2022
Q4 		$2.24M Sell
89,022
-1,915
-2% -$48K 0.14% 168
2022
Q3 		$2.27M Buy
+90,937
New +$2.38M 0.23% 119
2022
Q1 		– Sell
-18,706
Closed -$554K – 456
2021
Q4 		$554K Sell
18,706
-4,013
-18% -$119K 0.03% 423
2021
Q3 		$678K Buy
22,719
+760
+3% +$22.9K 0.05% 356
2021
Q2 		$659K Sell
21,959
-17,116
-44% -$511K 0.04% 379
2021
Q1 		$1.17M Sell
39,075
-173
-0.4% -$5.22K 0.04% 370
2020
Q4 		$1.21M Buy
39,248
+678
+2% +$20.8K 0.05% 288
2020
Q3 		$1.19M Sell
38,570
-22,767
-37% -$705K 0.06% 260
2020
Q2 		$1.89M Buy
61,337
+16,929
+38% +$517K 0.1% 180
2020
Q1 		$1.34M Sell
44,408
-6,301
-12% -$187K 0.1% 204
2019
Q4 		$1.49M Sell
50,709
-11,134
-18% -$328K 0.11% 196
2019
Q3 		$1.83M Buy
+61,843
New +$1.82M 0.15% 141
2019
Q1 		$1.27M Sell
44,361
-793
-2% -$22.3K 0.14% 166
2018
Q4 		$1.26M Buy
+45,154
New +$1.24M 0.18% 122
2018
Q3 		– Sell
-76,082
Closed -$2.12M – 440
2018
Q2 		$2.12M Sell
76,082
-57,997
-43% -$1.61M 0.45% 60
2018
Q1 		$3.72M Sell
134,079
-4,682
-3% -$132K 0.93% 28
2017
Q4 		$3.96M Sell
138,761
-197,201
-59% -$5.68M 0.97% 27
2017
Q3 		$4.83M Buy
335,962
+162,544
+94% +$4.7M 1.26% 22
2017
Q2 		$5M Sell
173,418
-37,904
-18% -$1.09M 1.42% 20
2017
Q1 		$6.09M Sell
211,322
-14,818
-7% -$422K 1.8% 7
2016
Q4 		$6.43M Buy
+226,140
New +$6.53M 2.15% 5

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

Sowell Financial Services's SPAB Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.7% in Q2 2026, buying an estimated $212K and bringing the position to 131,894 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #200.

Sowell Financial Services first reported a position in SPAB in Q4 2016 and has held it in 35 quarters since. The position peaked at $6.43M in Q4 2016. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Sowell Financial Services held 131,894 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.37M as of Q2 2026.
  • Sowell Financial Services bought 8,330 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $212K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #200 holding.
  • Sowell Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Sowell Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.43M in Q4 2016.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.