Strategic Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Strategic Financial Planning’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	$283K	Buy	+11,084	New	+$283K	0.15%	37
2026 Q1	–	Sell	-10,928	Closed	-$281K	–	51
2025 Q4	$281K	Buy	10,928 +123	+1%	+$3.18K	0.16%	35
2025 Q3	$279K	Buy	10,805 +91	+0.8%	+$2.33K	0.16%	34
2025 Q2	$274K	Sell	10,714 -275	-3%	-$6.95K	0.17%	33
2025 Q1	$281K	Buy	10,989 +58	+0.5%	+$1.46K	0.19%	33
2024 Q4	$273K	Buy	10,931 +114	+1%	+$2.9K	0.19%	33
2024 Q3	$283K	Buy	10,817 +74	+0.7%	+$1.91K	0.19%	33
2024 Q2	$270K	Buy	10,743 +9	+0.1%	+$224	0.19%	32
2024 Q1	$271K	Buy	10,734 +5	+0%	+$126	0.2%	32
2023 Q4	$275K	Buy	+10,729	New	+$264K	0.22%	32
2022 Q4	–	Sell	-8,557	Closed	-$214K	–	34
2022 Q3	$214K	Buy	+8,557	New	+$224K	0.22%	33

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Strategic Financial Planning's SPAB Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 11,084 shares worth $283K. The stake represents 0.15% of the portfolio and ranks #37 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPAB as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPAB in Q3 2022 and has held it in 11 quarters since. 534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Strategic Financial Planning held 11,084 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $283K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Strategic Financial Planning position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.15% of Strategic Financial Planning's portfolio in Q2 2026, its #37 holding.
Strategic Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 11 quarters since.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.