Global Endowment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Global Endowment 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 Q1	$4.36M	Buy	170,255 +21,674	+15%	+$559K	0.49%	25
2025 Q4	$3.83M	Buy	148,581 +29,137	+24%	+$754K	0.48%	26
2025 Q3	$3.09M	Buy	119,444 +5,672	+5%	+$145K	0.39%	32
2025 Q2	$2.91M	Buy	113,772 +4,093	+4%	+$103K	0.39%	29
2025 Q1	$2.8M	Buy	109,679 +941	+0.9%	+$23.7K	0.36%	32
2024 Q4	$2.72M	Buy	+108,738	New	+$2.76M	0.35%	31

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Global Endowment Management's SPAB Position: Q1 2026 in Review

Global Endowment Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 15% in Q1 2026, buying an estimated $559K and bringing the position to 170,255 shares worth $4.36M. The position accounts for 0.49% of the portfolio, ranked #25.

Global Endowment Management first reported a position in SPAB in Q4 2024 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Global Endowment Management held 170,255 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.36M as of Q1 2026.
Global Endowment Management bought 21,674 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $559K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.49% of Global Endowment Management's portfolio in Q1 2026, its #25 holding.
Global Endowment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Global Endowment Management's 13F filing for Q1 2026, filed 14 May 2026.