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

Destiny 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	$5.74M	Sell	224,808 -43,019	-16%	-$1.1M	2.67%	9
2026 Q1	$6.86M	Sell	267,827 -21,569	-7%	-$556K	3.66%	8
2025 Q4	$7.45M	Sell	289,396 -7,677	-3%	-$199K	3.83%	8
2025 Q3	$7.68M	Sell	297,073 -16,079	-5%	-$412K	4.19%	8
2025 Q2	$8.02M	Sell	313,152 -2,041	-0.6%	-$51.6K	4.83%	7
2025 Q1	$8.05M	Sell	315,193 -52,480	-14%	-$1.32M	5.49%	7
2024 Q4	$9.19M	Sell	367,673 -1,290	-0.3%	-$32.8K	5.58%	6
2024 Q3	$9.34M	Sell	368,963 -3,381	-0.9%	-$87.1K	5.79%	6
2024 Q2	$9.34M	Sell	372,344 -4,672	-1%	-$116K	6.38%	5
2024 Q1	$9.53M	Sell	377,016 -13,806	-4%	-$349K	6.64%	5
2023 Q4	$10M	Buy	+390,822	New	+$9.61M	7%	5
2023 Q2	$12M	Sell	472,555 -4,420	-0.9%	-$113K	9.34%	4
2023 Q1	$12.3M	Buy	476,975 +107	+0%	+$2.74K	10.01%	3
2022 Q4	$12.2M	Buy	+476,868	New	+$11.9M	10.04%	3

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Destiny Capital's SPAB Position: Q2 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q2 2026, selling an estimated $1.1M and leaving 224,808 shares worth $5.74M. The position accounts for 2.67% of the portfolio, ranked #9.

Destiny Capital first reported a position in SPAB in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q1 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Destiny Capital held 224,808 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.74M as of Q2 2026.
Destiny Capital sold 43,019 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR Portfolio Aggregate Bond ETF made up 2.67% of Destiny Capital's portfolio in Q2 2026, its #9 holding.
Destiny Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Destiny Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $12.3M in Q1 2023.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

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