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

Tilson Financial Group’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 		$760K Buy
29,665
+102
+0.3% +$2.63K 0.23% 43
2025
Q4 		$761K Sell
29,563
-445
-1% -$11.5K 0.23% 44
2025
Q3 		$776K Sell
30,008
-2,051
-6% -$52.5K 0.25% 41
2025
Q2 		$821K Sell
32,059
-764
-2% -$19.3K 0.31% 37
2025
Q1 		$838K Sell
32,823
-2,959
-8% -$74.7K 0.33% 36
2024
Q4 		$894K Sell
35,782
-144
-0.4% -$3.66K 0.36% 35
2024
Q3 		$939K Sell
35,926
-6,006
-14% -$155K 0.41% 32
2024
Q2 		$1.05M Sell
41,932
-63,927
-60% -$1.59M 1.06% 18
2024
Q1 		$2.68M Sell
105,859
-51,496
-33% -$1.3M 1.44% 24
2023
Q4 		$4.04M Buy
157,355
+38,132
+32% +$938K 2.6% 12
2023
Q3 		$2.9M Buy
119,223
+6,035
+5% +$150K 2.28% 16
2023
Q2 		$2.87M Buy
113,188
+1,916
+2% +$49K 4.88% 7
2023
Q1 		$2.87M Buy
111,272
+4,758
+4% +$122K 2.34% 16
2022
Q4 		$2.68M Buy
+106,514
New +$2.67M 2.28% 16

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

Tilson Financial Group's SPAB Position: Q1 2026 in Review

Tilson Financial Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.35% in Q1 2026, buying an estimated $2.63K and bringing the position to 29,665 shares worth $760K. The position accounts for 0.23% of the portfolio, ranked #43.

Tilson Financial Group first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.04M in Q4 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Tilson Financial Group held 29,665 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $760K as of Q1 2026.
  • Tilson Financial Group bought 102 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $2.63K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.23% of Tilson Financial Group's portfolio in Q1 2026, its #43 holding.
  • Tilson Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Tilson Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.04M in Q4 2023.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.