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Bull Oak Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bull Oak Capital’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 		$4.28M Buy
167,695
+6,395
+4% +$163K 1.43% 12
2026
Q1 		$4.13M Buy
161,300
+21,398
+15% +$552K 1.59% 12
2025
Q4 		$3.6M Buy
139,902
+849
+0.6% +$22K 1.47% 13
2025
Q3 		$3.59M Buy
139,053
+2,690
+2% +$68.8K 1.53% 13
2025
Q2 		$3.49M Sell
136,363
-55,522
-29% -$1.4M 1.59% 15
2025
Q1 		$4.9M Sell
191,885
-128,462
-40% -$3.24M 2.67% 10
2024
Q4 		$8.01M Sell
320,347
-329,075
-51% -$8.37M 4.45% 7
2024
Q3 		$17M Buy
649,422
+234,041
+56% +$6.03M 9.75% 4
2024
Q2 		$10.4M Sell
415,381
-112,959
-21% -$2.82M 6.71% 5
2024
Q1 		$13.4M Buy
528,340
+334,226
+172% +$8.45M 8.95% 5
2023
Q4 		$4.98M Sell
194,114
-318,297
-62% -$7.83M 1.28% 10
2023
Q3 		$12.5M Buy
+512,411
New +$12.8M 13.64% 4
2023
Q1 		– Sell
-444,647
Closed -$11.4M – 29
2022
Q4 		$11.2M Buy
+444,647
New +$11.1M 9.44% 4
2022
Q2 		– Sell
-238,642
Closed -$6.63M – 25
2022
Q1 		$6.63M Buy
238,642
+50,859
+27% +$1.45M 5.44% 7
2021
Q4 		$5.56M Buy
+187,783
New +$5.58M 5.04% 8

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

Bull Oak Capital's SPAB Position: Q2 2026 in Review

Bull Oak Capital increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4% in Q2 2026, buying an estimated $163K and bringing the position to 167,695 shares worth $4.28M. The position accounts for 1.43% of the portfolio, ranked #12.

Bull Oak Capital first reported a position in SPAB in Q4 2021 and has held it in 15 quarters since. The position peaked at $17M in Q3 2024. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Bull Oak Capital held 167,695 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.28M as of Q2 2026.
  • Bull Oak Capital bought 6,395 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.43% of Bull Oak Capital's portfolio in Q2 2026, its #12 holding.
  • Bull Oak Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Bull Oak Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.