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Arrien Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Arrien Investments’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 		$36.5M Buy
1,431,245
+68,665
+5% +$1.75M 18.42% 1
2026
Q1 		$34.9M Buy
1,362,580
+27,432
+2% +$708K 18.93% 1
2025
Q4 		$34.4M Buy
1,335,148
+130,597
+11% +$3.38M 19.39% 1
2025
Q3 		$31.1M Buy
1,204,551
+67,181
+6% +$1.72M 18.21% 1
2025
Q2 		$29.1M Buy
1,137,370
+35,379
+3% +$894K 18.4% 1
2025
Q1 		$28.1M Buy
1,101,991
+16,283
+1% +$411K 20.18% 1
2024
Q4 		$27.3M Buy
1,085,708
+156,866
+17% +$3.99M 19.49% 1
2024
Q3 		$24.3M Buy
928,842
+50,658
+6% +$1.3M 17.53% 1
2024
Q2 		$22M Buy
878,184
+71,750
+9% +$1.79M 17.22% 1
2024
Q1 		$20.4M Sell
806,434
-10,840
-1% -$274K 16.1% 2
2023
Q4 		$21M Buy
817,274
+8,413
+1% +$207K 18.4% 2
2023
Q3 		$19.7M Buy
808,861
+1,566
+0.2% +$39K 18.56% 1
2023
Q2 		$20.5M Buy
807,295
+80,616
+11% +$2.06M 17.37% 2
2023
Q1 		$18.7M Buy
+726,679
New +$18.6M 18.25% 2

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

Arrien Investments's SPAB Position: Q2 2026 in Review

Arrien Investments increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5% in Q2 2026, buying an estimated $1.75M and bringing the position to 1,431,245 shares worth $36.5M. The position accounts for 18.42% of the portfolio, ranked #1.

Arrien Investments first reported a position in SPAB in Q1 2023 and has held it in 14 quarters since. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Arrien Investments held 1,431,245 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $36.5M as of Q2 2026.
  • Arrien Investments bought 68,665 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.75M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 18.42% of Arrien Investments's portfolio in Q2 2026, its #1 holding.
  • Arrien Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.