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Planning Strategies Inc.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Planning Strategies Inc.’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 		$80.1K Buy
+3,137
New +$80K 0.05% 124

Other funds holding SPAB

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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return

Planning Strategies Inc.'s SPAB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 3,137 shares worth $80.1K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings.

206 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Planning Strategies Inc. held 3,137 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $80.1K as of Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #124 holding.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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