Tandem Investment Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Tandem Investment Partners’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	$783K	Buy	30,691 +3,843	+14%	+$98K	0.6%	36
2026 Q1	$688K	Buy	26,848 +1,967	+8%	+$50.7K	0.58%	41
2025 Q4	$641K	Buy	24,881 +3,604	+17%	+$93.3K	0.54%	42
2025 Q3	$550K	Buy	21,277 +1,195	+6%	+$30.6K	0.45%	49
2025 Q2	$514K	Buy	20,082 +311	+2%	+$7.86K	0.45%	48
2025 Q1	$505K	Sell	19,771 -427	-2%	-$10.8K	0.5%	45
2024 Q4	$505K	Buy	+20,198	New	+$513K	0.48%	43

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 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

Tandem Investment Partners's SPAB Position: Q2 2026 in Review

Tandem Investment Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 14% in Q2 2026, buying an estimated $98K and bringing the position to 30,691 shares worth $783K. The position accounts for 0.6% of the portfolio, ranked #36.

Tandem Investment Partners first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Tandem Investment Partners held 30,691 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $783K as of Q2 2026.
Tandem Investment Partners bought 3,843 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $98K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.6% of Tandem Investment Partners's portfolio in Q2 2026, its #36 holding.
Tandem Investment Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.