Jim Simons
SPAB icon

Jim Simons’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Jim Simons’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 		– Sell
-34,700
Closed -$894K – 3654
2025
Q4 		$894K Buy
+34,700
New +$898K ﹤0.01% 2343
2023
Q4 		– Sell
-22,300
Closed -$543K – 4105
2023
Q3 		$543K Buy
+22,300
New +$556K ﹤0.01% 2672
2023
Q2 		– Sell
-39,800
Closed -$1.03M – 4240
2023
Q1 		$1.03M Buy
39,800
+7,500
+23% +$192K ﹤0.01% 2467
2022
Q4 		$812K Buy
+32,300
New +$809K ﹤0.01% 2658
2022
Q3 		– Sell
-178,000
Closed -$4.69M – 4377
2022
Q2 		$4.69M Buy
+178,000
New +$4.74M 0.01% 1613
2021
Q4 		– Sell
-83,600
Closed -$2.5M – 4203
2021
Q3 		$2.5M Sell
83,600
-19,723
-19% -$595K ﹤0.01% 1924
2021
Q2 		$3.1M Buy
+103,323
New +$3.08M ﹤0.01% 1939
2021
Q1 		– Sell
-185,300
Closed -$5.71M – 3678
2020
Q4 		$5.71M Buy
185,300
+167,900
+965% +$5.16M 0.01% 1504
2020
Q3 		$536K Buy
+17,400
New +$539K ﹤0.01% 2791
2020
Q1 		– Sell
-99,900
Closed -$2.94M – 3759
2019
Q4 		$2.94M Buy
99,900
+4,200
+4% +$124K ﹤0.01% 2135
2019
Q3 		$2.84M Buy
95,700
+82,200
+609% +$2.42M ﹤0.01% 2085
2019
Q2 		$394K Sell
13,500
-18,864
-58% -$540K ﹤0.01% 3083
2019
Q1 		$924K Buy
+32,364
New +$909K ﹤0.01% 2707
2018
Q4 		– Sell
-55,064
Closed -$1.53M – 3596
2018
Q3 		$1.53M Sell
55,064
-32,600
-37% -$907K ﹤0.01% 2416
2018
Q2 		$2.44M Buy
87,664
+53,693
+158% +$1.5M ﹤0.01% 2164
2018
Q1 		$957K Buy
33,971
+22,507
+196% +$635K ﹤0.01% 2679
2017
Q4 		$329K Buy
+11,464
New +$330K ﹤0.01% 3000

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $424B AUM 22.96% 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 $7.56B AUM 23.82% 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 $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jim Simons's SPAB Position: Q1 2026 in Review

Jim Simons sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 34,700 shares — an estimated $894K sold.

Jim Simons first reported a position in SPAB in Q4 2017 and held it in 17 quarters. The position peaked at $5.71M in Q4 2020. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Jim Simons reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 34,700 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $894K.
  • Jim Simons first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 17 quarters.
  • Jim Simons's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.71M in Q4 2020.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.