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Oarsman Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-2,853
Closed -$71.3K – 750
2024
Q4 		$71.3K Hold
2,853
– – 0.01% 384
2024
Q3 		$74.6K Buy
+2,853
New +$73.5K 0.01% 386
2021
Q1 		– Sell
-140,750
Closed -$4.33M – 193
2020
Q4 		$4.33M Buy
140,750
+5,900
+4% +$181K 1.68% 10
2020
Q3 		$4.16M Buy
134,850
+10,603
+9% +$328K 1.87% 10
2020
Q2 		$3.83M Buy
124,247
+25,870
+26% +$790K 1.89% 10
2020
Q1 		$2.97M Sell
98,377
-24,849
-20% -$739K 2.75% 6
2019
Q4 		$3.62M Buy
123,226
+7,225
+6% +$213K 1.65% 13
2019
Q3 		$3.44M Buy
116,001
+6,666
+6% +$196K 1.64% 14
2019
Q2 		$3.19M Buy
109,335
+1,815
+2% +$52K 1.45% 16
2019
Q1 		$3.07M Buy
107,520
+17,109
+19% +$480K 1.46% 15
2018
Q4 		$2.52M Sell
90,411
-18,653
-17% -$513K 1.29% 21
2018
Q3 		$3.02M Buy
109,064
+5,884
+6% +$164K 1.22% 27
2018
Q2 		$2.88M Buy
103,180
+6,055
+6% +$169K 1.31% 22
2018
Q1 		$2.73M Buy
97,125
+12,642
+15% +$357K 1.24% 23
2017
Q4 		$2.43M Buy
+84,483
New +$2.43M 1.05% 30

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oarsman Capital's SPAB Position: Q1 2025 in Review

Oarsman Capital sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 2,853 shares — an estimated $71.3K sold.

Oarsman Capital first reported a position in SPAB in Q4 2017 and held it in 15 quarters. The position peaked at $4.33M in Q4 2020. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Oarsman Capital reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 2,853 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $71.3K.
  • Oarsman Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 15 quarters.
  • Oarsman Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.33M in Q4 2020.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.