Harel Insurance Investments & Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Harel Insurance Investments & Financial Services’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	$572K	Buy	22,408 +4,829	+27%	+$123K	﹤0.01%	238
2026 Q1	$450K	Buy	17,579 +3,334	+23%	+$86K	﹤0.01%	205
2025 Q4	$367K	Buy	14,245 +572	+4%	+$14.8K	﹤0.01%	234
2025 Q3	$353K	Sell	13,673 -89,898	-87%	-$2.3M	﹤0.01%	250
2025 Q2	$2.65M	Buy	103,571 +1,840	+2%	+$46.5K	0.03%	137
2025 Q1	$2.6M	Buy	101,731 +2,588	+3%	+$65.3K	0.03%	137
2024 Q4	$2.48M	Buy	99,143 +4,701	+5%	+$120K	0.04%	113
2024 Q3	$2.47M	Buy	94,442 +4,948	+6%	+$127K	0.04%	116
2024 Q2	$2.25M	Hold	89,494	–	–	0.04%	120
2024 Q1	$2.26M	Hold	89,494	–	–	0.04%	112
2023 Q4	$2.29M	Hold	89,494	–	–	0.04%	127
2023 Q3	$2.18M	Hold	89,494	–	–	0.04%	126
2023 Q2	$2.27M	Buy	89,494 +32,000	+56%	+$819K	0.06%	92
2023 Q1	$1.48M	Hold	57,494	–	–	0.03%	146
2022 Q4	$1.45M	Hold	57,494	–	–	0.03%	139
2022 Q3	$1.43M	Hold	57,494	–	–	0.04%	149
2022 Q2	$1.51M	Hold	57,494	–	–	0.03%	149
2022 Q1	$1.6M	Hold	57,494	–	–	0.03%	168
2021 Q4	$1.7M	Hold	57,494	–	–	0.03%	131
2021 Q3	$1.72M	Hold	57,494	–	–	0.04%	104
2021 Q2	$1.73M	Hold	57,494	–	–	0.04%	219
2021 Q1	$1.71M	Hold	57,494	–	–	0.03%	270
2020 Q4	$1.77M	Hold	57,494	–	–	0.04%	205
2020 Q3	$1.77M	Hold	57,494	–	–	0.06%	82
2020 Q2	$1.77M	Hold	57,494	–	–	0.06%	71
2020 Q1	$1.74M	Sell	57,494 -3,180	-5%	-$94.5K	0.08%	71
2019 Q4	$1.78M	Hold	60,674	–	–	0.08%	74
2019 Q3	$1.8M	Hold	60,674	–	–	0.12%	58
2019 Q2	$1.77M	Hold	60,674	–	–	0.09%	68
2019 Q1	$1.73M	Hold	60,674	–	–	0.1%	67
2018 Q4	$1.69M	Hold	60,674	–	–	0.1%	73
2018 Q3	$1.68M	Hold	60,674	–	–	0.08%	81
2018 Q2	$1.69M	Hold	60,674	–	–	0.09%	70
2018 Q1	$1.71M	Hold	60,674	–	–	0.1%	79
2017 Q4	$1.74M	Hold	60,674	–	–	0.11%	74
2017 Q3	$1.75M	Hold	60,674	–	–	0.14%	52
2017 Q2	$1.75M	Hold	60,674	–	–	0.14%	56
2017 Q1	$1.73M	Hold	60,674	–	–	0.15%	51
2016 Q4	$1.8M	Hold	60,674	–	–	0.25%	46
2016 Q3	$1.8M	Hold	60,674	–	–	0.24%	46
2016 Q2	$1.8M	Hold	60,674	–	–	0.22%	47
2016 Q1	$1.78M	Hold	60,674	–	–	0.21%	50
2015 Q4	$1.73M	Buy	+60,674	New	+$1.74M	0.2%	46

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

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

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPAB Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 27% in Q2 2026, buying an estimated $123K and bringing the position to 22,408 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Harel Insurance Investments & Financial Services first reported a position in SPAB in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.65M in Q2 2025. 430 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Harel Insurance Investments & Financial Services held 22,408 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $572K as of Q2 2026.
Harel Insurance Investments & Financial Services bought 4,829 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $123K.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #238 holding.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2015 and has held it in 43 quarters since.
Harel Insurance Investments & Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.65M in Q2 2025.
430 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.