GRP
SPAB icon

Global Retirement Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Global Retirement 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
2025
Q4 		$11.1M Buy
432,803
+28,152
+7% +$729K 0.2% 99
2025
Q3 		$10.5M Buy
404,651
+19,197
+5% +$491K 0.23% 86
2025
Q2 		$9.87M Buy
+385,454
New +$9.74M 0.24% 83
2024
Q4 		$6.18M Buy
247,297
+34,855
+16% +$886K 0.18% 111
2024
Q3 		$5.55M Sell
212,442
-5,692
-3% -$147K 0.17% 124
2024
Q2 		$5.47M Buy
218,134
+39,233
+22% +$978K 0.17% 119
2024
Q1 		$4.52M Buy
178,901
+17,916
+11% +$453K 0.17% 130
2023
Q4 		$4.09M Buy
160,985
+39,629
+33% +$975K 0.17% 128
2023
Q3 		$2.92M Buy
121,356
+33,617
+38% +$838K 0.15% 140
2023
Q2 		$2.23M Sell
87,739
-37,380
-30% -$956K 0.11% 181
2023
Q1 		$3.24M Buy
125,119
+42,549
+52% +$1.09M 0.17% 128
2022
Q4 		$2.07M Buy
82,570
+54,043
+189% +$1.35M 0.14% 152
2022
Q3 		$702K Buy
28,527
+4,457
+19% +$117K 0.05% 309
2022
Q2 		$634K Buy
24,070
+741
+3% +$19.7K 0.05% 319
2022
Q1 		$627K Buy
+23,329
New +$667K 0.05% 324
2021
Q4 		– Sell
-3,473
Closed -$104K – 1561
2021
Q3 		$104K Sell
3,473
-2,052
-37% -$61.9K 0.01% 641
2021
Q2 		$166K Buy
5,525
+4,730
+595% +$141K 0.02% 505
2021
Q1 		$24K Buy
795
+51
+7% +$1.54K ﹤0.01% 1056
2020
Q4 		$23K Buy
744
+3
+0.4% +$92 ﹤0.01% 990
2020
Q3 		$23K Buy
741
+201
+37% +$6.22K ﹤0.01% 882
2020
Q2 		$17K Buy
+540
New +$16.5K ﹤0.01% 961

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's SPAB Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 7% in Q4 2025, buying an estimated $729K and bringing the position to 432,803 shares worth $11.1M. The position accounts for 0.2% of the portfolio, ranked #99.

Global Retirement Partners first reported a position in SPAB in Q2 2020 and has held it in 21 quarters since. 526 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Global Retirement Partners held 432,803 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $11.1M as of Q4 2025.
  • Global Retirement Partners bought 28,152 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $729K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.2% of Global Retirement Partners's portfolio in Q4 2025, its #99 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.