EH
SPAB icon

Equitable Holdings’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Equitable Holdings’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 		$44.4M Sell
1,722,770
-482,560
-22% -$12.4M 0.29% 75
2025
Q4 		$56.8M Sell
2,205,330
-58,430
-3% -$1.51M 0.39% 56
2025
Q3 		$58.5M Sell
2,263,760
-43,550
-2% -$1.11M 0.43% 48
2025
Q2 		$59.1M Sell
2,307,310
-141,900
-6% -$3.59M 0.49% 41
2025
Q1 		$62.6M Sell
2,449,210
-358,870
-13% -$9.05M 0.59% 34
2024
Q4 		$70.2M Sell
2,808,080
-137,040
-5% -$3.48M 0.67% 32
2024
Q3 		$77M Buy
2,945,120
+247,040
+9% +$6.36M 0.75% 26
2024
Q2 		$67.7M Sell
2,698,080
-623,640
-19% -$15.5M 0.71% 27
2024
Q1 		$84M Buy
3,321,720
+1,065,080
+47% +$26.9M 0.95% 21
2023
Q4 		$57.9M Buy
2,256,640
+1,184,080
+110% +$29.1M 0.71% 30
2023
Q3 		$26.1M Sell
1,072,560
-12,060
-1% -$300K 0.37% 61
2023
Q2 		$27.5M Buy
1,084,620
+27,030
+3% +$691K 0.4% 57
2023
Q1 		$27.3M Buy
1,057,590
+124,202
+13% +$3.18M 0.44% 54
2022
Q4 		$23.5M Buy
933,388
+154,104
+20% +$3.86M 0.41% 59
2022
Q3 		$19.4M Buy
779,284
+52,451
+7% +$1.37M 0.38% 61
2022
Q2 		$19.2M Buy
726,833
+110,072
+18% +$2.93M 0.37% 61
2022
Q1 		$17.1M Buy
616,761
+544,597
+755% +$15.6M 0.28% 72
2021
Q4 		$2.14M Buy
72,164
+9,824
+16% +$292K 0.03% 269
2021
Q3 		$1.86M Buy
62,340
+6,687
+12% +$202K 0.03% 273
2021
Q2 		$1.67M Buy
55,653
+12,897
+30% +$385K 0.03% 282
2021
Q1 		$1.27M Buy
42,756
+25,846
+153% +$780K 0.03% 315
2020
Q4 		$521K Buy
+16,910
New +$519K 0.01% 455

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

Equitable Holdings's SPAB Position: Q1 2026 in Review

Equitable Holdings reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 22% in Q1 2026, selling an estimated $12.4M and leaving 1,722,770 shares worth $44.4M. The position accounts for 0.29% of the portfolio, ranked #75.

Equitable Holdings first reported a position in SPAB in Q4 2020 and has held it in 22 quarters since. The position peaked at $84M in Q1 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Equitable Holdings held 1,722,770 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $44.4M as of Q1 2026.
  • Equitable Holdings sold 482,560 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $12.4M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.29% of Equitable Holdings's portfolio in Q1 2026, its #75 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Equitable Holdings's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $84M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.