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

Walkner Condon 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 Q1	$1.09M	Buy	42,558 +2,108	+5%	+$54.4K	0.14%	111
2025 Q4	$1.04M	Buy	40,450 +351	+0.9%	+$9.08K	0.14%	110
2025 Q3	$1.04M	Buy	40,099 +3,482	+10%	+$89.1K	0.16%	106
2025 Q2	$937K	Buy	36,617 +6,465	+21%	+$163K	0.17%	103
2025 Q1	$770K	Sell	30,152 -5,493	-15%	-$139K	0.16%	108
2024 Q4	$891K	Sell	35,645 -13,354	-27%	-$339K	0.18%	104
2024 Q3	$1.28M	Sell	48,999 -4,054	-8%	-$104K	0.26%	81
2024 Q2	$1.33M	Sell	53,053 -8,734	-14%	-$218K	0.29%	78
2024 Q1	$1.56M	Sell	61,787 -673	-1%	-$17K	0.33%	71
2023 Q4	$1.6M	Buy	62,460 +13,927	+29%	+$343K	0.36%	69
2023 Q3	$1.18M	Buy	48,533 +2,674	+6%	+$66.6K	0.31%	71
2023 Q2	$1.16M	Buy	45,859 +2,161	+5%	+$55.3K	0.31%	71
2023 Q1	$1.13M	Buy	43,698 +3,164	+8%	+$80.9K	0.32%	69
2022 Q4	$1.02M	Sell	40,534 -6,166	-13%	-$154K	0.3%	71
2022 Q3	$1.17M	Sell	46,700 -2,802	-6%	-$73.4K	0.38%	66
2022 Q2	$1.3M	Buy	49,502 +1,327	+3%	+$35.4K	0.41%	62
2022 Q1	$1.34M	Buy	+48,175	New	+$1.38M	0.38%	62
2021 Q3	–	Sell	-42,049	Closed	-$1.27M	–	167
2021 Q2	$1.27M	Buy	42,049 +2,943	+8%	+$87.8K	0.46%	49
2021 Q1	$1.16M	Buy	39,106 +4,812	+14%	+$145K	0.45%	54
2020 Q4	$1.06M	Buy	34,294 +3,144	+10%	+$96.6K	0.46%	47
2020 Q3	$960K	Buy	31,150 +3,142	+11%	+$97.3K	0.51%	46
2020 Q2	$864K	Buy	28,008 +2,857	+11%	+$87.3K	0.76%	22
2020 Q1	$760K	Sell	25,151 -4,080	-14%	-$121K	0.81%	22
2019 Q4	$859K	Buy	+29,231	New	+$862K	0.83%	24

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Walkner Condon Financial Advisors's SPAB Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.2% in Q1 2026, buying an estimated $54.4K and bringing the position to 42,558 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #111.

Walkner Condon Financial Advisors first reported a position in SPAB in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.6M in Q4 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Walkner Condon Financial Advisors held 42,558 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.09M as of Q1 2026.
Walkner Condon Financial Advisors bought 2,108 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $54.4K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #111 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 24 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.6M in Q4 2023.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.