BOC
SPAB icon

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
2023
Q3 		– Sell
-490,172
Closed -$12.4M – 95
2023
Q2 		$12.4M Buy
490,172
+64,227
+15% +$1.64M 9.1% 6
2023
Q1 		$11M Buy
+425,945
New +$10.9M 8.5% 6

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Bull Oak Capital's SPAB Position: Q1 2026 in Review

Bull Oak Capital increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q1 2026, buying an estimated $552K and bringing the position to 161,300 shares worth $4.13M. The position accounts for 1.59% of the portfolio, ranked #12.

Bull Oak Capital first reported a position in SPAB in Q4 2021 and has held it in 14 quarters since. The position peaked at $17M in Q3 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Bull Oak Capital held 161,300 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.13M as of Q1 2026.
  • Bull Oak Capital bought 21,398 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $552K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.59% of Bull Oak Capital's portfolio in Q1 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 14 quarters since.
  • Bull Oak Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17M in Q3 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.