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

Destination 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 		$2.68M Sell
105,043
-451
-0.4% -$11.5K 0.06% 122
2026
Q1 		$2.7M Sell
105,494
-15,902
-13% -$410K 0.07% 118
2025
Q4 		$3.13M Buy
121,396
+13,087
+12% +$339K 0.08% 109
2025
Q3 		$2.8M Sell
108,309
-12,982
-11% -$332K 0.08% 107
2025
Q2 		$3.11M Sell
121,291
-1,607
-1% -$40.6K 0.09% 108
2025
Q1 		$3.14M Sell
122,898
-27,355
-18% -$690K 0.1% 103
2024
Q4 		$3.75M Buy
150,253
+14,154
+10% +$360K 0.12% 100
2024
Q3 		$3.56M Buy
136,099
+1,373
+1% +$35.4K 0.11% 98
2024
Q2 		$3.38M Sell
134,726
-74,190
-36% -$1.85M 0.11% 97
2024
Q1 		$5.28M Sell
208,916
-64,781
-24% -$1.64M 0.18% 88
2023
Q4 		$7.02M Buy
273,697
+191,253
+232% +$4.7M 0.24% 81
2023
Q3 		$2.01M Sell
82,444
-70,222
-46% -$1.75M 0.08% 103
2023
Q2 		$3.87M Buy
152,666
+1,327
+0.9% +$33.9K 0.14% 96
2023
Q1 		$3.9M Sell
151,339
-96,355
-39% -$2.46M 0.15% 94
2022
Q4 		$6.22M Buy
247,694
+150,277
+154% +$3.76M 0.25% 86
2022
Q3 		$2.43M Buy
97,417
+20,448
+27% +$536K 0.1% 100
2022
Q2 		$2.03M Buy
76,969
+40,191
+109% +$1.07M 0.08% 108
2022
Q1 		$1.02M Sell
36,778
-70,835
-66% -$2.02M 0.04% 113
2021
Q4 		$3.19M Buy
+107,613
New +$3.2M 0.11% 96
2019
Q3 		– Sell
-1,200
Closed -$35K – 444
2019
Q2 		$35K Hold
1,200
– – ﹤0.01% 322
2019
Q1 		$34K Hold
1,200
– – ﹤0.01% 326
2018
Q4 		$33K Hold
1,200
– – ﹤0.01% 307
2018
Q3 		$33K Hold
1,200
– – ﹤0.01% 349
2018
Q2 		$33K Sell
1,200
-37,164
-97% -$1.03M ﹤0.01% 304
2018
Q1 		$1.08M Hold
38,364
– – 0.07% 93
2017
Q4 		$1.1M Hold
38,364
– – 0.07% 91
2017
Q3 		$1.11M Hold
38,364
– – 0.07% 91
2017
Q2 		$1.11M Hold
38,364
– – 0.07% 93
2017
Q1 		$1.1M Hold
38,364
– – 0.08% 87
2016
Q4 		$1.09M Hold
38,364
– – 0.08% 85
2016
Q3 		$1.14M Buy
38,364
+1,200
+3% +$35.6K 0.09% 80
2016
Q2 		$1.1M Hold
37,164
– – 0.09% 79
2016
Q1 		$1.06M Hold
37,164
– – 0.1% 76
2015
Q4 		$1.06M Buy
+37,164
New +$1.07M 0.1% 76
2015
Q3 		– Sell
-9,252
Closed -$266K – 207
2015
Q2 		$266K Buy
+9,252
New +$269K 0.02% 208

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

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

Destination Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.43% in Q2 2026, selling an estimated $11.5K and leaving 105,043 shares worth $2.68M. The position accounts for 0.06% of the portfolio, ranked #122.

Destination Wealth Management first reported a position in SPAB in Q2 2015 and has held it in 35 quarters since. The position peaked at $7.02M in Q4 2023. 538 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Destination Wealth Management held 105,043 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.68M as of Q2 2026.
  • Destination Wealth Management sold 451 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $11.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.06% of Destination Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Destination Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2015 and has held it in 35 quarters since.
  • Destination Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.02M in Q4 2023.
  • 538 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.