Vertex Planning Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vertex Planning 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	$7.32M	Buy	286,978 +92,816	+48%	+$2.37M	1.09%	21
2026 Q1	$4.97M	Buy	+194,162	New	+$5.01M	0.97%	24
2025 Q1	–	Sell	-221,941	Closed	-$5.55M	–	188
2024 Q4	$5.55M	Sell	221,941 -53,246	-19%	-$1.35M	1.22%	19
2024 Q3	$7.19M	Sell	275,187 -110,931	-29%	-$2.86M	1.72%	16
2024 Q2	$9.69M	Buy	386,118 +150,789	+64%	+$3.76M	2.51%	10
2024 Q1	$5.95M	Buy	235,329 +73,471	+45%	+$1.86M	1.65%	12
2023 Q4	$4.15M	Sell	161,858 -1,032	-0.6%	-$25.4K	1.23%	12
2023 Q3	$3.96M	Buy	162,890 +1,739	+1%	+$43.3K	1.36%	13
2023 Q2	$4.09M	Buy	161,151 +10,427	+7%	+$267K	1.39%	13
2023 Q1	$3.89M	Buy	150,724 +46,379	+44%	+$1.19M	1.46%	14
2022 Q4	$2.62M	Buy	+104,345	New	+$2.61M	1.02%	17

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

Vertex Planning Partners's SPAB Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 48% in Q2 2026, buying an estimated $2.37M and bringing the position to 286,978 shares worth $7.32M. The position accounts for 1.09% of the portfolio, ranked #21.

Vertex Planning Partners first reported a position in SPAB in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.69M in Q2 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Vertex Planning Partners held 286,978 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.32M as of Q2 2026.
Vertex Planning Partners bought 92,816 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Portfolio Aggregate Bond ETF made up 1.09% of Vertex Planning Partners's portfolio in Q2 2026, its #21 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Vertex Planning Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $9.69M in Q2 2024.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.