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

Summit Financial’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	$372K	Buy	+14,566	New	+$372K	﹤0.01%	1218

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

Summit Financial's SPAB Position: Q2 2026 in Review

Summit Financial opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 14,566 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Summit Financial held 14,566 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $372K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new Summit Financial position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1218 holding.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.