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Darwin Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Darwin Wealth 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
Q2 		$57.6K Sell
2,255
-438
-16% -$11.2K 0.02% 221
2026
Q1 		$69K Buy
2,693
+7
+0.3% +$181 0.02% 197
2025
Q4 		$69.2K Sell
2,686
-39
-1% -$1.01K 0.02% 196
2025
Q3 		$70.5K Buy
2,725
+696
+34% +$17.8K 0.02% 194
2025
Q2 		$52K Sell
2,029
-1,500
-43% -$37.9K 0.02% 205
2025
Q1 		$88.2K Hold
3,529
– – 0.03% 187
2024
Q4 		$88.2K Sell
3,529
-4,311
-55% -$110K 0.03% 187
2024
Q3 		$205K Sell
7,840
-394
-5% -$10.1K 0.06% 141
2024
Q2 		$207K Sell
8,234
-1,163
-12% -$29K 0.1% 77
2024
Q1 		$238K Sell
9,397
-300
-3% -$7.58K 0.07% 117
2023
Q4 		$249K Buy
9,697
+23
+0.2% +$566 0.07% 128
2023
Q3 		$235K Sell
9,674
-607
-6% -$15.1K 0.06% 133
2023
Q2 		$258K Sell
10,281
-3,577
-26% -$91.5K 0.07% 123
2023
Q1 		$355K Sell
13,858
-1,716
-11% -$43.9K 0.1% 109
2022
Q4 		$403K Sell
15,574
-2,222
-12% -$55.7K 0.1% 109
2022
Q3 		$437K Sell
17,796
-1,026
-5% -$26.9K 0.11% 107
2022
Q2 		$503K Sell
18,822
-3,181
-14% -$84.8K 0.1% 110
2022
Q1 		$611K Sell
22,003
-1,299
-6% -$37.1K 0.1% 110
2021
Q4 		$676K Sell
23,302
-4,872
-17% -$145K 0.11% 107
2021
Q3 		$841K Sell
28,174
-6,806
-19% -$205K 0.13% 91
2021
Q2 		$1.05M Sell
34,980
-7,646
-18% -$228K 0.17% 79
2021
Q1 		$1.26M Sell
42,626
-19,697
-32% -$594K 0.22% 73
2020
Q4 		$1.92M Sell
62,323
-26,587
-30% -$817K 0.36% 67
2020
Q3 		$2.74M Sell
88,910
-219,024
-71% -$6.78M 0.59% 54
2020
Q2 		$9.5M Sell
307,934
-12,186
-4% -$372K 2.42% 8
2020
Q1 		$9.67M Buy
320,120
+34,532
+12% +$1.03M 3.08% 4
2019
Q4 		$8.39M Buy
285,588
+28,266
+11% +$833K 2.24% 5
2019
Q3 		$7.63M Buy
257,322
+33,105
+15% +$974K 2.26% 5
2019
Q2 		$6.54M Buy
224,217
+29,782
+15% +$852K 2.02% 5
2019
Q1 		$5.55M Buy
+194,435
New +$5.46M 1.83% 14
2018
Q4 		– Sell
-113,667
Closed -$3.15M – 121
2018
Q3 		$3.15M Buy
+113,667
New +$3.16M 1.76% 16
2018
Q2 		– Hold
0
– – – 23
2018
Q1 		– Sell
-18,856
Closed -$532K – 38
2017
Q4 		$542K Buy
+18,856
New +$543K 0.23% 94

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

Darwin Wealth Management's SPAB Position: Q2 2026 in Review

Darwin Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q2 2026, selling an estimated $11.2K and leaving 2,255 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #221.

Darwin Wealth Management first reported a position in SPAB in Q4 2017 and has held it in 32 quarters since. The position peaked at $9.67M in Q1 2020. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Darwin Wealth Management held 2,255 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $57.6K as of Q2 2026.
  • Darwin Wealth Management sold 438 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $11.2K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Darwin Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Darwin Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $9.67M in Q1 2020.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.