WFP
SPAB icon

Wrenne Financial Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wrenne Financial Planning’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 		$991K Buy
38,669
+2,392
+7% +$61.7K 0.39% 24
2025
Q4 		$934K Sell
36,277
-424
-1% -$11K 0.38% 25
2025
Q3 		$949K Buy
36,701
+6,834
+23% +$175K 0.41% 24
2025
Q2 		$765K Buy
29,867
+921
+3% +$23.3K 0.36% 26
2025
Q1 		$739K Buy
28,946
+6,142
+27% +$155K 0.39% 25
2024
Q4 		$570K Buy
22,804
+2,782
+14% +$70.7K 0.32% 24
2024
Q3 		$523K Buy
20,022
+1,223
+7% +$31.5K 0.31% 24
2024
Q2 		$472K Sell
18,799
-862
-4% -$21.5K 0.33% 24
2024
Q1 		$497K Buy
19,661
+2,183
+12% +$55.2K 0.37% 23
2023
Q4 		$448K Buy
+17,478
New +$430K 0.38% 23

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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
HI
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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return