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SPAB icon

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

Bensler’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 		$13.8M Sell
540,786
-57,964
-10% -$1.48M 1.22% 27
2026
Q1 		$15.3M Sell
598,750
-187,505
-24% -$4.84M 1.58% 17
2025
Q4 		$20.2M Sell
786,255
-29,074
-4% -$752K 2.03% 13
2025
Q3 		$21.1M Sell
815,329
-57,738
-7% -$1.48M 2.19% 10
2025
Q2 		$22.4M Sell
873,067
-138,391
-14% -$3.5M 2.5% 8
2025
Q1 		$25.8M Sell
1,011,458
-58,834
-5% -$1.48M 3.23% 4
2024
Q4 		$26.7M Buy
1,070,292
+103,502
+11% +$2.63M 3.18% 4
2024
Q3 		$25.3M Buy
966,790
+89,003
+10% +$2.29M 3.19% 4
2024
Q2 		$22M Buy
877,787
+94,653
+12% +$2.36M 2.96% 6
2024
Q1 		$19.8M Buy
783,134
+105,686
+16% +$2.67M 2.87% 6
2023
Q4 		$17.4M Buy
677,448
+75,878
+13% +$1.87M 2.88% 4
2023
Q3 		$14.6M Buy
601,570
+323,258
+116% +$8.05M 2.82% 5
2023
Q2 		$7.06M Buy
278,312
+57,201
+26% +$1.46M 1.34% 22
2023
Q1 		$5.7M Buy
221,111
+19,253
+10% +$493K 1.15% 27
2022
Q4 		$5.07M Buy
+201,858
New +$5.06M 1.13% 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

Bensler's SPAB Position: Q2 2026 in Review

Bensler reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9.7% in Q2 2026, selling an estimated $1.48M and leaving 540,786 shares worth $13.8M. The position accounts for 1.22% of the portfolio, ranked #27.

Bensler first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7M in Q4 2024. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Bensler held 540,786 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $13.8M as of Q2 2026.
  • Bensler sold 57,964 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.48M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.22% of Bensler's portfolio in Q2 2026, its #27 holding.
  • Bensler first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bensler's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $26.7M in Q4 2024.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.