OIA
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OneDigital Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

OneDigital Investment Advisors’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 		$25.6M Sell
1,001,134
-221,513
-18% -$5.71M 0.25% 78
2025
Q4 		$31.5M Buy
1,222,647
+296,221
+32% +$7.67M 0.31% 67
2025
Q3 		$23.9M Sell
926,426
-304,111
-25% -$7.78M 0.25% 84
2025
Q2 		$31.5M Buy
1,230,537
+276,898
+29% +$7M 0.35% 58
2025
Q1 		$24.4M Sell
953,639
-99,962
-9% -$2.52M 0.29% 70
2024
Q4 		$26.3M Sell
1,053,601
-228,838
-18% -$5.82M 0.31% 63
2024
Q3 		$33.5M Sell
1,282,439
-281,473
-18% -$7.25M 0.38% 52
2024
Q2 		$39.2M Buy
1,563,912
+900,035
+136% +$22.4M 0.49% 41
2024
Q1 		$16.8M Buy
663,877
+13,685
+2% +$346K 0.26% 81
2023
Q4 		$16.7M Sell
650,192
-22,685
-3% -$558K 0.29% 74
2023
Q3 		$16.4M Buy
672,877
+93,767
+16% +$2.34M 0.35% 61
2023
Q2 		$14.7M Buy
579,110
+79,700
+16% +$2.04M 0.33% 63
2023
Q1 		$12.9M Buy
499,410
+126,501
+34% +$3.24M 0.3% 69
2022
Q4 		$9.37M Buy
372,909
+160,123
+75% +$4.01M 0.27% 78
2022
Q3 		$5.31M Buy
212,786
+97,955
+85% +$2.57M 0.2% 83
2022
Q2 		$3.03M Buy
114,831
+319
+0.3% +$8.5K 0.13% 115
2022
Q1 		$3.18M Buy
114,512
+9,778
+9% +$279K 0.12% 113
2021
Q4 		$3.1M Buy
104,734
+18,401
+21% +$547K 0.11% 122
2021
Q3 		$2.58M Sell
86,333
-8,331
-9% -$251K 0.1% 132
2021
Q2 		$2.84M Buy
94,664
+1,609
+2% +$48K 0.12% 115
2021
Q1 		$2.76M Buy
93,055
+55,280
+146% +$1.67M 0.13% 109
2020
Q4 		$1.16M Sell
37,775
-15,374
-29% -$472K 0.06% 212
2020
Q3 		$1.64M Buy
53,149
+39,566
+291% +$1.22M 0.11% 142
2020
Q2 		$419K Sell
13,583
-3,208
-19% -$98K 0.03% 353
2020
Q1 		$507K Sell
16,791
-1,832
-10% -$54.5K 0.04% 280
2019
Q4 		$547K Buy
18,623
+891
+5% +$26.3K 0.04% 285
2019
Q3 		$526K Sell
17,732
-12,782
-42% -$376K 0.05% 264
2019
Q2 		$890K Buy
30,514
+15,870
+108% +$454K 0.07% 167
2019
Q1 		$418K Buy
14,644
+198
+1% +$5.56K 0.06% 187
2018
Q4 		$402K Buy
+14,446
New +$397K 0.07% 185
2018
Q3 		– Sell
-7,750
Closed -$216K – 1198
2018
Q2 		$216K Buy
7,750
+6,640
+598% +$185K 0.05% 202
2018
Q1 		$31K Buy
+1,110
New +$31.3K 0.01% 653

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $374B AUM 17.66% 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 $6.46B AUM 18.45% 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

OneDigital Investment Advisors's SPAB Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 18% in Q1 2026, selling an estimated $5.71M and leaving 1,001,134 shares worth $25.6M. The position accounts for 0.25% of the portfolio, ranked #78.

OneDigital Investment Advisors first reported a position in SPAB in Q1 2018 and has held it in 32 quarters since. The position peaked at $39.2M in Q2 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • OneDigital Investment Advisors held 1,001,134 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $25.6M as of Q1 2026.
  • OneDigital Investment Advisors sold 221,513 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $5.71M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.25% of OneDigital Investment Advisors's portfolio in Q1 2026, its #78 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $39.2M in Q2 2024.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.