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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
Q2 		$1.19M Sell
47,465
-6,774
-12% -$173K 0.17% 66
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 $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

Destiny Wealth Partners's SPAB Position: Q2 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 12% in Q2 2026, selling an estimated $173K and leaving 47,465 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #66.

Destiny Wealth Partners first reported a position in SPAB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q1 2023. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Destiny Wealth Partners held 47,465 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.19M as of Q2 2026.
  • Destiny Wealth Partners sold 6,774 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $173K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.17% of Destiny Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.69M in Q1 2023.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.