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Clear Creek Financial Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Clear Creek Financial Management’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
Q1 		$24.3M Sell
950,229
-35,825
-4% -$924K 1.87% 6
2025
Q4 		$25.4M Sell
986,054
-207,730
-17% -$5.38M 2.07% 6
2025
Q3 		$30.9M Buy
1,193,784
+96,267
+9% +$2.46M 2.67% 3
2025
Q2 		$28.1M Sell
1,097,517
-119,211
-10% -$3.01M 2.67% 5
2025
Q1 		$31.1M Buy
1,216,728
+344,548
+40% +$8.69M 3.22% 3
2024
Q4 		$21.8M Buy
872,180
+22,525
+3% +$573K 2.36% 5
2024
Q3 		$22.2M Buy
849,655
+44,062
+5% +$1.13M 2.51% 5
2024
Q2 		$20.2M Sell
805,593
-82,118
-9% -$2.05M 2.45% 6
2024
Q1 		$22.4M Buy
887,711
+493,427
+125% +$12.5M 2.87% 5
2023
Q4 		$10.1M Sell
394,284
-53,427
-12% -$1.31M 1.61% 11
2023
Q3 		$10.9M Sell
447,711
-10,893
-2% -$271K 1.91% 8
2023
Q2 		$11.6M Sell
458,604
-42,524
-8% -$1.09M 2.02% 8
2023
Q1 		$12.9M Buy
501,128
+4,564
+0.9% +$117K 2.45% 8
2022
Q4 		$12.5M Sell
496,564
-59,609
-11% -$1.49M 2.74% 6
2022
Q3 		$13.9M Buy
556,173
+17,569
+3% +$461K 3.06% 3
2022
Q2 		$14.2M Sell
538,604
-516,617
-49% -$13.8M 2.97% 4
2022
Q1 		$29.3M Buy
1,055,221
+261,716
+33% +$7.48M 4.6% 1
2021
Q4 		$23.5M Buy
793,505
+151,435
+24% +$4.5M 3.53% 4
2021
Q3 		$19.2M Buy
642,070
+25,047
+4% +$755K 3.08% 3
2021
Q2 		$18.5M Buy
617,023
+535,702
+659% +$16M 2.87% 3
2021
Q1 		$2.42M Sell
81,321
-584,785
-88% -$17.6M 4.85% 2
2020
Q4 		$20.5M Buy
+666,106
New +$20.5M 3.95% 1
2020
Q3 		– Sell
-748,372
Closed -$23.1M – 232
2020
Q2 		$23.1M Sell
748,372
-237,065
-24% -$7.24M 5.98% 2
2020
Q1 		$30.1M Buy
985,437
+327,138
+50% +$9.72M 11.42% 1
2019
Q4 		$19.4M Sell
658,299
-42,236
-6% -$1.24M 7.64% 2
2019
Q3 		$20.6M Sell
700,535
-18,864
-3% -$555K 9.96% 2
2019
Q2 		$21M Buy
+719,399
New +$20.6M 8.99% 2

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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Clear Creek Financial Management's SPAB Position: Q1 2026 in Review

Clear Creek Financial Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 3.6% in Q1 2026, selling an estimated $924K and leaving 950,229 shares worth $24.3M. The position accounts for 1.87% of the portfolio, ranked #6.

Clear Creek Financial Management first reported a position in SPAB in Q2 2019 and has held it in 27 quarters since. The position peaked at $31.1M in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Clear Creek Financial Management held 950,229 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $24.3M as of Q1 2026.
  • Clear Creek Financial Management sold 35,825 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $924K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.87% of Clear Creek Financial Management's portfolio in Q1 2026, its #6 holding.
  • Clear Creek Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Clear Creek Financial Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $31.1M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.