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

Tobias Financial Advisors’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 		$113M Buy
4,428,126
+249,337
+6% +$6.36M 14.35% 1
2026
Q1 		$107M Buy
4,178,789
+273,801
+7% +$7.06M 14.9% 1
2025
Q4 		$101M Buy
3,904,988
+212,237
+6% +$5.49M 14.21% 1
2025
Q3 		$95.5M Buy
3,692,751
+212,958
+6% +$5.45M 14.5% 1
2025
Q2 		$89.1M Buy
3,479,793
+180,678
+5% +$4.57M 15.25% 1
2025
Q1 		$84.3M Buy
3,299,115
+165,731
+5% +$4.18M 16.37% 1
2024
Q4 		$78.3M Sell
3,133,384
-36,800
-1% -$936K 15.74% 1
2024
Q3 		$82.9M Buy
3,170,184
+129,247
+4% +$3.33M 16.61% 1
2024
Q2 		$76.3M Buy
3,040,937
+89,783
+3% +$2.24M 16.45% 1
2024
Q1 		$74.6M Buy
2,951,154
+165,967
+6% +$4.2M 16.9% 1
2023
Q4 		$71.4M Buy
2,785,187
+2,010,727
+260% +$49.5M 17.39% 1
2023
Q3 		$18.9M Buy
774,460
+85,756
+12% +$2.14M 4.95% 6
2023
Q2 		$17.5M Buy
688,704
+1,153
+0.2% +$29.5K 4.71% 5
2023
Q1 		$17.7M Buy
687,551
+16,815
+3% +$430K 5.2% 5
2022
Q4 		$16.9M Buy
670,736
+106,215
+19% +$2.66M 5.54% 5
2022
Q3 		$14.1M Sell
564,521
-248,545
-31% -$6.52M 4.97% 6
2022
Q2 		$21.4M Sell
813,066
-443,862
-35% -$11.8M 7.2% 2
2022
Q1 		$34.9M Buy
+1,256,928
New +$35.9M 12.05% 1
2021
Q4 		– Sell
-1,257,180
Closed -$37.5M – 109
2021
Q3 		$37.5M Buy
1,257,180
+95,182
+8% +$2.87M 14.03% 1
2021
Q2 		$34.9M Sell
1,161,998
-38,485
-3% -$1.15M 13.81% 1
2021
Q1 		$35.6M Sell
1,200,483
-300,667
-20% -$9.07M 15.09% 1
2020
Q4 		$46.2M Buy
1,501,150
+113,032
+8% +$3.47M 21.13% 1
2020
Q3 		$42.8M Buy
1,388,118
+137,492
+11% +$4.26M 23.44% 1
2020
Q2 		$38.6M Sell
1,250,626
-28,791
-2% -$879K 22.66% 1
2020
Q1 		$38.7M Buy
1,279,417
+81,202
+7% +$2.41M 27.95% 1
2019
Q4 		$35.2M Buy
+1,198,215
New +$35.3M 22.53% 1

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 $3.37T AUM 44.26% 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 22.96% 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
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

Tobias Financial Advisors's SPAB Position: Q2 2026 in Review

Tobias Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6% in Q2 2026, buying an estimated $6.36M and bringing the position to 4,428,126 shares worth $113M. The position accounts for 14.35% of the portfolio, ranked #1.

Tobias Financial Advisors first reported a position in SPAB in Q4 2019 and has held it in 26 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Tobias Financial Advisors held 4,428,126 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $113M as of Q2 2026.
  • Tobias Financial Advisors bought 249,337 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $6.36M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 14.35% of Tobias Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Tobias Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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