KERR FINANCIAL PLANNING Corp SPAB β€” STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  2 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF (SPAB) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows SPAB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPAB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KERR FINANCIAL PLANNING Corp held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 896 β€” 0% 0.03% $23K 2026-07-02 $25.40
2026 Q1 INITIATED β€” β€” β€” 896 β€” β€” 0.03% $23K 2026-04-29 $25.35

🏒 Other funds also holding SPAB

As of 2026 Q2 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.13% CX Institutional 3Y 7Y 0.0%

FAQ About KERR FINANCIAL PLANNING Corp and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning SPAB?

KERR FINANCIAL PLANNING Corp reported SPAB across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SPAB position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for SPAB was 0.03% in 2026 Q1.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 896 shares, equal to 0.03% of portfolio, with an estimated market value of $23K.

What does the chart on this SPAB ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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