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

Destiny Wealth Partners’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 		$1.39M Sell
54,239
-1,295
-2% -$33.4K 0.15% 86
2025
Q4 		$1.43M Sell
55,534
-1,248
-2% -$32.3K 0.16% 77
2025
Q3 		$1.47M Sell
56,782
-118
-0.2% -$3.02K 0.18% 74
2025
Q2 		$1.46M Sell
56,900
-994
-2% -$25.1K 0.2% 70
2025
Q1 		$1.48M Hold
57,894
– – 0.23% 70
2024
Q4 		$1.45M Hold
57,894
– – 0.24% 70
2024
Q3 		$1.51M Sell
57,894
-1,853
-3% -$47.7K 0.27% 69
2024
Q2 		$1.5M Sell
59,747
-1,241
-2% -$30.9K 0.27% 68
2024
Q1 		$1.54M Sell
60,988
-145
-0.2% -$3.67K 0.28% 63
2023
Q4 		$1.56M Sell
61,133
-3,068
-5% -$75.5K 0.29% 63
2023
Q3 		$1.56M Sell
64,201
-948
-1% -$23.6K 0.32% 65
2023
Q2 		$1.65M Sell
65,149
-248
-0.4% -$6.34K 0.32% 64
2023
Q1 		$1.69M Buy
65,397
+27,084
+71% +$693K 0.35% 60
2022
Q4 		$963K Buy
38,313
+32,987
+619% +$826K 0.21% 72
2022
Q3 		$133K Hold
5,326
– – 0.03% 209
2022
Q2 		$140K Sell
5,326
-75
-1% -$2K 0.03% 214
2022
Q1 		$150K Sell
5,401
-1,429
-21% -$40.8K 0.03% 182
2021
Q4 		$202K Hold
6,830
– – 0.04% 172
2021
Q3 		$204K Sell
6,830
-628
-8% -$18.9K 0.04% 166
2021
Q2 		$224K Hold
7,458
– – 0.04% 177
2021
Q1 		$221K Sell
7,458
-37
-0.5% -$1.12K 0.05% 160
2020
Q4 		$231K Buy
+7,495
New +$230K 0.05% 195

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

Destiny Wealth Partners's SPAB Position: Q1 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.3% in Q1 2026, selling an estimated $33.4K and leaving 54,239 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #86.

Destiny Wealth Partners first reported a position in SPAB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.69M in Q1 2023. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Destiny Wealth Partners held 54,239 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.39M as of Q1 2026.
  • Destiny Wealth Partners sold 1,295 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $33.4K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.15% of Destiny Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.69M in Q1 2023.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.