WAUI
SPAB icon

WELLINGTON-ALTUS USA INC.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$2.15M Sell
83,995
-5,089
-6% -$130K 1.53% 10
2026
Q1 		$2.27M Buy
89,084
+10,690
+14% +$276K 1.34% 9
2025
Q4 		$2.02M Buy
+78,394
New +$2.03M 1.49% 12

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

WELLINGTON-ALTUS USA INC.'s SPAB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.7% in Q2 2026, selling an estimated $130K and leaving 83,995 shares worth $2.15M. The position accounts for 1.53% of the portfolio, ranked #10.

WELLINGTON-ALTUS USA INC. first reported a position in SPAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2026. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 83,995 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.15M as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 5,089 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $130K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.53% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #10 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.27M in Q1 2026.
  • 542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.