Optimist Retirement Group’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Optimist Retirement Group’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 Q3	$222K	Buy	9,106 +84	+0.9%	+$2.1K	0.09%	107
2026 Q2	$230K	Buy	9,022 +81	+0.9%	+$2.07K	0.09%	111
2026 Q1	$229K	Buy	8,941 +51	+0.6%	+$1.32K	0.1%	102
2025 Q4	$229K	Buy	8,890 +104	+1%	+$2.69K	0.1%	100
2025 Q3	$227K	Buy	8,786 +76	+0.9%	+$1.94K	0.1%	110
2025 Q2	$223K	Buy	8,710 +76	+0.9%	+$1.92K	0.11%	108
2025 Q1	$221K	Buy	8,634 +49	+0.6%	+$1.24K	0.11%	108
2024 Q4	$215K	Buy	8,585 +96	+1%	+$2.44K	0.1%	113
2024 Q3	$222K	Buy	8,489 +70	+0.8%	+$1.8K	0.1%	115
2024 Q2	$211K	Buy	8,419 +70	+0.8%	+$1.74K	0.11%	106
2024 Q1	$211K	Buy	+8,349	New	+$211K	0.11%	98

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Optimist Retirement Group's SPAB Position: Q3 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 0.93% in Q3 2026, buying an estimated $2.1K and bringing the position to 9,106 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #107.

Optimist Retirement Group first reported a position in SPAB in Q1 2024 and has held it in 11 quarters since. The position peaked at $230K in Q2 2026. 271 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Optimist Retirement Group held 9,106 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $222K as of Q3 2026.
Optimist Retirement Group bought 84 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $2.1K.
State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.09% of Optimist Retirement Group's portfolio in Q3 2026, its #107 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q1 2024 and has held it in 11 quarters since.
Optimist Retirement Group's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $230K in Q2 2026.
271 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.