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

Transamerica 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	$614	Hold	24	–	–	﹤0.01%	1633
2026 Q1	$617	Hold	24	–	–	﹤0.01%	1438
2025 Q4	$621	Sell	24 -1	-4%	-$26	﹤0.01%	1325
2025 Q3	$623	Hold	25	–	–	﹤0.01%	1262
2025 Q2	$617	Hold	25	–	–	﹤0.01%	425
2025 Q1	$1K	Sell	25 -1	-4%	-$25	﹤0.01%	543
2024 Q4	$1K	Hold	26	–	–	﹤0.01%	537
2024 Q3	$1K	Sell	26 -2	-7%	-$52	﹤0.01%	540
2024 Q2	$1K	Hold	28	–	–	﹤0.01%	517
2024 Q1	$1K	Hold	28	–	–	﹤0.01%	562
2023 Q4	$1K	Hold	28	–	–	﹤0.01%	576
2023 Q3	$1K	Hold	28	–	–	﹤0.01%	597
2023 Q2	$1K	Hold	28	–	–	﹤0.01%	567
2023 Q1	$1K	Sell	28 -1,318	-98%	-$33.7K	﹤0.01%	553
2022 Q4	$34K	Sell	1,346 -13	-1%	-$326	﹤0.01%	294
2022 Q3	$34K	Sell	1,359 -11	-0.8%	-$288	0.01%	285
2022 Q2	$37K	Buy	+1,370	New	+$36.5K	0.01%	285
2020 Q3	–	Sell	-98,193	Closed	-$3.03M	–	433
2020 Q2	$3.03M	Buy	98,193 +96,834	+7,125%	+$2.96M	0.66%	37
2020 Q1	$42K	Buy	+1,359	New	+$40.4K	0.75%	32

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 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

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

Transamerica Financial Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 24 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Transamerica Financial Advisors first reported a position in SPAB in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.03M in Q2 2020. 534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Transamerica Financial Advisors held 24 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $614 as of Q2 2026.
Transamerica Financial Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1633 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and has held it in 19 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.03M in Q2 2020.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.