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

Tandem 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 		$991K Sell
38,846
-2,445
-6% -$62.4K 0.3% 54
2026
Q1 		$1.06M Buy
+41,291
New +$1.07M 0.34% 53
2025
Q4 		– Sell
-41,431
Closed -$1.07M – 84
2025
Q3 		$1.07M Buy
+41,431
New +$1.06M 0.4% 40

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 $3.38T AUM 44.17% 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 22.9% 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

Tandem Financial's SPAB Position: Q2 2026 in Review

Tandem Financial reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.9% in Q2 2026, selling an estimated $62.4K and leaving 38,846 shares worth $991K. The position accounts for 0.3% of the portfolio, ranked #54.

Tandem Financial first reported a position in SPAB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Tandem Financial held 38,846 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $991K as of Q2 2026.
  • Tandem Financial sold 2,445 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $62.4K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.3% of Tandem Financial's portfolio in Q2 2026, its #54 holding.
  • Tandem Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Tandem Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.07M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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