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Better Money Decisions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Better Money Decisions’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
2025
Q2 		$4.85M Buy
189,378
+17,490
+10% +$442K 2.95% 9
2025
Q1 		$4.39M Buy
171,888
+564
+0.3% +$14.2K 2.93% 10
2024
Q4 		$4.28M Buy
171,324
+30,750
+22% +$782K 2.97% 10
2024
Q3 		$3.67M Buy
140,574
+14,394
+11% +$371K 2.61% 13
2024
Q2 		$3.17M Buy
126,180
+16,086
+15% +$401K 2.38% 13
2024
Q1 		$2.78M Buy
110,094
+15,735
+17% +$398K 2.21% 14
2023
Q4 		$2.42M Buy
94,359
+12,689
+16% +$312K 2.01% 14
2023
Q3 		$1.99M Buy
81,670
+48,500
+146% +$1.21M 1.75% 13
2023
Q2 		$842K Buy
33,170
+453
+1% +$11.6K 0.69% 27
2023
Q1 		$844K Buy
32,717
+392
+1% +$10K 0.71% 28
2022
Q4 		$812K Buy
32,325
+850
+3% +$21.3K 0.7% 30
2022
Q3 		$785K Sell
31,475
-238
-0.8% -$6.24K 0.76% 29
2022
Q2 		$836K Buy
31,713
+4,697
+17% +$125K 0.71% 26
2022
Q1 		$751K Buy
27,016
+7,293
+37% +$208K 0.7% 27
2021
Q4 		$584K Sell
19,723
-8,972
-31% -$267K 0.49% 35
2021
Q3 		$857K Buy
28,695
+5,746
+25% +$173K 0.71% 27
2021
Q2 		$689K Buy
22,949
+173
+0.8% +$5.16K 0.62% 28
2021
Q1 		$675K Buy
+22,776
New +$687K 0.7% 25

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Better Money Decisions's SPAB Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 10% in Q2 2025, buying an estimated $442K and bringing the position to 189,378 shares worth $4.85M. The position accounts for 2.95% of the portfolio, ranked #9.

Better Money Decisions first reported a position in SPAB in Q1 2021 and has held it in 18 quarters since. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Better Money Decisions held 189,378 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.85M as of Q2 2025.
  • Better Money Decisions bought 17,490 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $442K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.95% of Better Money Decisions's portfolio in Q2 2025, its #9 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.