MD
SPAB icon

Money Design’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Money Design’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
Q2 		$28.1M Buy
1,097,073
+51,742
+5% +$1.31M 1.31% 19
2025
Q1 		$26.7M Sell
1,045,331
-40,397
-4% -$1.02M 1.33% 19
2024
Q4 		$27.2M Sell
1,085,728
-96,104
-8% -$2.44M 1.4% 19
2024
Q3 		$30.9M Buy
1,181,832
+28,002
+2% +$721K 1.54% 17
2024
Q2 		$28.9M Buy
1,153,830
+27,505
+2% +$686K 1.56% 17
2024
Q1 		$28.5M Sell
1,126,325
-91,567
-8% -$2.31M 1.55% 17
2023
Q4 		$31.2M Buy
1,217,892
+19,051
+2% +$469K 1.76% 16
2023
Q3 		$29.2M Sell
1,198,841
-2,632
-0.2% -$65.6K 1.77% 16
2023
Q2 		$30.5M Sell
1,201,473
-151,679
-11% -$3.88M 1.8% 17
2023
Q1 		$34.9M Buy
1,353,152
+58,296
+5% +$1.49M 2.06% 15
2022
Q4 		$32.5M Buy
1,294,856
+202,267
+19% +$5.07M 2.04% 13
2022
Q3 		$27.3M Buy
1,092,589
+56,911
+5% +$1.49M 1.93% 16
2022
Q2 		$27.3M Buy
1,035,678
+95,846
+10% +$2.55M 2.04% 15
2022
Q1 		$26.1M Buy
939,832
+17,048
+2% +$487K 1.77% 18
2021
Q4 		$27.4M Sell
922,784
-18,394
-2% -$547K 1.85% 18
2021
Q3 		$28.1M Buy
941,178
+51,263
+6% +$1.55M 2.32% 16
2021
Q2 		$26.7M Sell
889,915
-130,849
-13% -$3.9M 2.76% 13
2021
Q1 		$30.3M Sell
1,020,764
-15,192
-1% -$458K 3.53% 11
2020
Q4 		$31.9M Sell
1,035,956
-40,823
-4% -$1.25M 3.65% 10
2020
Q3 		$33.2M Buy
1,076,779
+10,316
+1% +$319K 3.98% 8
2020
Q2 		$32.9M Buy
1,066,463
+22,155
+2% +$677K 4.69% 6
2020
Q1 		$31.6M Buy
1,044,308
+73,773
+8% +$2.19M 5.58% 5
2019
Q4 		$28.6M Buy
970,535
+54,594
+6% +$1.61M 5.06% 8
2019
Q3 		$27.1M Buy
915,941
+49,354
+6% +$1.45M 5.71% 6
2019
Q2 		$25.3M Buy
866,587
+193,271
+29% +$5.53M 6.02% 5
2019
Q1 		$19.2M Buy
673,316
+661,486
+5,592% +$18.6M 5.11% 5
2018
Q4 		$329K Buy
+11,830
New +$325K 0.1% 34

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Money Design's SPAB Position: Q2 2025 in Review

Money Design increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 4.9% in Q2 2025, buying an estimated $1.31M and bringing the position to 1,097,073 shares worth $28.1M. The position accounts for 1.31% of the portfolio, ranked #19.

Money Design first reported a position in SPAB in Q4 2018 and has held it in 27 quarters since. The position peaked at $34.9M in Q1 2023. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Money Design held 1,097,073 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $28.1M as of Q2 2025.
  • Money Design bought 51,742 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $1.31M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.31% of Money Design's portfolio in Q2 2025, its #19 holding.
  • Money Design first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Money Design's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $34.9M in Q1 2023.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.