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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
Q2 		$1.61M Buy
63,191
+24,522
+63% +$626K 0.54% 20
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 $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

Wrenne Financial Planning's SPAB Position: Q2 2026 in Review

Wrenne Financial Planning increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 63% in Q2 2026, buying an estimated $626K and bringing the position to 63,191 shares worth $1.61M. The position accounts for 0.54% of the portfolio, ranked #20.

Wrenne Financial Planning first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Wrenne Financial Planning held 63,191 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.61M as of Q2 2026.
  • Wrenne Financial Planning bought 24,522 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $626K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.54% of Wrenne Financial Planning's portfolio in Q2 2026, its #20 holding.
  • Wrenne Financial Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.