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SPAB icon

Horizon Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Horizon Investments’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 		$132M Buy
9,729,670
+2,559,763
+36% +$65.3M 1.44% 12
2026
Q1 		$184M Buy
7,169,907
+82,298
+1% +$2.12M 2.06% 9
2025
Q4 		$183M Buy
7,087,609
+107,886
+2% +$2.79M 2.31% 8
2025
Q3 		$180M Buy
6,979,723
+6,972,817
+100,968% +$178M 2.37% 8
2025
Q2 		$177K Sell
6,906
-189,746
-96% -$4.8M ﹤0.01% 898
2025
Q1 		$5.02M Sell
196,652
-12,004
-6% -$303K 0.15% 83
2024
Q4 		$5.21M Sell
208,656
-4,472
-2% -$114K 0.15% 79
2024
Q3 		$5.57M Buy
213,128
+1,995
+0.9% +$51.4K 0.15% 67
2024
Q2 		$5.3M Sell
211,133
-7,823
-4% -$195K 0.15% 69
2024
Q1 		$5.54M Sell
218,956
-237,119
-52% -$5.99M 0.15% 80
2023
Q4 		$11.7M Buy
456,075
+20,263
+5% +$498K 0.33% 45
2023
Q3 		$10.6M Buy
435,812
+27,780
+7% +$692K 0.32% 43
2023
Q2 		$10.4M Buy
408,032
+68,068
+20% +$1.74M 0.3% 43
2023
Q1 		$8.77M Buy
339,964
+87,028
+34% +$2.23M 0.26% 47
2022
Q4 		$6.36M Buy
252,936
+27,806
+12% +$697K 0.18% 67
2022
Q3 		$5.62M Sell
225,130
-27,883
-11% -$731K 0.17% 57
2022
Q2 		$6.67M Sell
253,013
-31,988
-11% -$852K 0.21% 50
2022
Q1 		$7.92M Buy
285,001
+123,950
+77% +$3.54M 0.22% 52
2021
Q4 		$4.77M Buy
161,051
+16,075
+11% +$478K 0.14% 81
2021
Q3 		$4.33M Sell
144,976
-142,364
-50% -$4.29M 0.11% 87
2021
Q2 		$8.62M Buy
287,340
+156,490
+120% +$4.67M 0.26% 51
2021
Q1 		$3.88M Sell
130,850
-121,426
-48% -$3.66M 0.14% 65
2020
Q4 		$7.77M Sell
252,276
-1,739,422
-87% -$53.4M 8.84% 1
2020
Q3 		$61.4M Sell
1,991,698
-1,139,740
-36% -$35.3M 2.19% 13
2020
Q2 		$96.6M Buy
3,131,438
+1,946,129
+164% +$59.4M 2.38% 10
2020
Q1 		$35.8M Buy
1,185,309
+1,059,970
+846% +$31.5M 1.75% 10
2019
Q4 		$3.68M Buy
125,339
+3,581
+3% +$106K 0.16% 88
2019
Q3 		$3.61M Buy
121,758
+5,895
+5% +$173K 0.15% 70
2019
Q2 		$3.38M Buy
115,863
+6,421
+6% +$184K 0.09% 71
2019
Q1 		$3.12M Buy
109,442
+34,788
+47% +$977K 0.11% 85
2018
Q4 		$2.08M Buy
+74,654
New +$2.05M 0.11% 84

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horizon Investments's SPAB Position: Q2 2026 in Review

Horizon Investments increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 36% in Q2 2026, buying an estimated $65.3M and bringing the position to 9,729,670 shares worth $132M. The position accounts for 1.44% of the portfolio, ranked #12.

Horizon Investments first reported a position in SPAB in Q4 2018 and has held it in 31 quarters since. The position peaked at $184M in Q1 2026. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Horizon Investments held 9,729,670 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $132M as of Q2 2026.
  • Horizon Investments bought 2,559,763 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $65.3M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.44% of Horizon Investments's portfolio in Q2 2026, its #12 holding.
  • Horizon Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Horizon Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $184M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.