SPAB — SPDR Portfolio Aggregate Bond ETF

Ownership history in TOBIAS FINANCIAL ADVISORS, INC.  ·  23 quarters on record

This page tracks every 13F SEC filing in which TOBIAS FINANCIAL ADVISORS, INC. reported a position in SPDR Portfolio Aggregate Bond ETF (SPAB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
27.95% (2020 Q1)
Avg. % of fund
14.17%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,904,988 +212,237 +5.7% 14.21% $100.6M $25.59
2025 Q3 ADDED 3,692,751 +212,958 +6.1% 14.50% $95.5M $25.34
2025 Q2 ADDED 3,479,793 +180,678 +5.5% 15.25% $89.1M $24.85
2025 Q1 ADDED 3,299,115 +165,731 +5.3% 16.37% $84.3M $24.55
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPAB price (monthly, adj. close)

Other funds also holding SPAB

As of 2025 Q4 — sorted by position size

Trinity Wealth Management, LLC 3Y 12.0% Donoghue Forlines LLC 3Y 7Y 10.13% Financial Strategies Group, Inc. 3Y 8.59% TRUEFG, LLC 3Y 8.16% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 7.73% Cyr Financial Inc. 7.57% Copley Financial Group, Inc. 7.42% RATIONAL ADVISORS, INC. 3Y 7Y 7.35% Weitzel Financial Services, Inc. 3Y 6.92% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 6.61%
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