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WealthPlan Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WealthPlan Investment Management’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 		$25.3M Buy
990,074
+42,056
+4% +$1.07M 1.25% 18
2026
Q1 		$24.3M Buy
948,018
+30,022
+3% +$775K 1.35% 14
2025
Q4 		$23.6M Buy
917,996
+60,151
+7% +$1.56M 1.51% 12
2025
Q3 		$22.2M Buy
857,845
+44,940
+6% +$1.15M 1.47% 9
2025
Q2 		$20.8M Buy
812,905
+42,188
+5% +$1.07M 1.52% 10
2025
Q1 		$19.7M Buy
770,717
+21,024
+3% +$530K 1.94% 4
2024
Q4 		$18.7M Buy
749,693
+82,167
+12% +$2.09M 1.85% 7
2024
Q3 		$17.4M Buy
+667,526
New +$17.2M 1.77% 5
2023
Q1 		– Sell
-530,245
Closed -$13.5M – 552
2022
Q4 		$13.5M Buy
530,245
+5,479
+1% +$137K 0.95% 39
2022
Q3 		$13.5M Buy
+524,766
New +$13.8M 0.99% 37
2022
Q1 		$14.3M Buy
+537,609
New +$15.4M 1% 31

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

WealthPlan Investment Management's SPAB Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.4% in Q2 2026, buying an estimated $1.07M and bringing the position to 990,074 shares worth $25.3M. The position accounts for 1.25% of the portfolio, ranked #18.

WealthPlan Investment Management first reported a position in SPAB in Q1 2022 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • WealthPlan Investment Management held 990,074 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $25.3M as of Q2 2026.
  • WealthPlan Investment Management bought 42,056 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.07M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.25% of WealthPlan Investment Management's portfolio in Q2 2026, its #18 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.