Empirical Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Empirical Asset 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	$289K	Sell	11,338 -1,458	-11%	-$37.2K	0.07%	316
2026 Q1	$328K	Buy	12,796 +1,171	+10%	+$30.2K	0.09%	277
2025 Q4	$299K	Sell	11,625 -599	-5%	-$15.5K	0.08%	266
2025 Q3	$316K	Sell	12,224 -3,378	-22%	-$86.5K	0.09%	286
2025 Q2	$399K	Buy	15,602 +2,760	+21%	+$69.8K	0.12%	229
2025 Q1	$328K	Buy	12,842 +572	+5%	+$14.4K	0.11%	239
2024 Q4	$307K	Sell	12,270 -757	-6%	-$19.2K	0.1%	224
2024 Q3	$341K	Buy	13,027 +2,700	+26%	+$69.5K	0.12%	211
2024 Q2	$259K	Sell	10,327 -314	-3%	-$7.83K	0.1%	276
2024 Q1	$269K	Buy	10,641 +2,705	+34%	+$68.4K	0.13%	215
2023 Q4	$203K	Buy	+7,936	New	+$195K	0.17%	172

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

Empirical Asset Management's SPAB Position: Q2 2026 in Review

Empirical Asset Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q2 2026, selling an estimated $37.2K and leaving 11,338 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #316.

Empirical Asset Management first reported a position in SPAB in Q4 2023 and has held it in 11 quarters since. The position peaked at $399K in Q2 2025. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Empirical Asset Management held 11,338 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $289K as of Q2 2026.
Empirical Asset Management sold 1,458 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $37.2K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.07% of Empirical Asset Management's portfolio in Q2 2026, its #316 holding.
Empirical Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Empirical Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $399K in Q2 2025.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.