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
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 $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Tandem Financial's SPAB Position: Q1 2026 in Review

Tandem Financial opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 41,291 shares worth $1.06M. The stake represents 0.34% of the portfolio and ranks #53 among its holdings. This is a return to the name: Tandem Financial previously reported a position in SPAB as recently as Q3 2025.

Tandem Financial first reported a position in SPAB in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q3 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Tandem Financial held 41,291 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.06M as of Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Tandem Financial position in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.34% of Tandem Financial's portfolio in Q1 2026, its #53 holding.
  • Tandem Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2025 and has held it in 2 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 Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.