Optimist Retirement Group’s State Street SPDR Portfolio Aggregate Bond 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 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%	+$1.95K	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%	+$1.75K	0.11%	106
2024 Q1	$211K	Buy	+8,349	New	+$211K	0.11%	98

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 $7.56B AUM 23.82% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Optimist Retirement Group's SPAB Position: Q1 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.57% in Q1 2026, buying an estimated $1.32K and bringing the position to 8,941 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #102.

Optimist Retirement Group first reported a position in SPAB in Q1 2024 and has held it in 9 quarters since. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Optimist Retirement Group held 8,941 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $229K as of Q1 2026.
Optimist Retirement Group bought 51 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.32K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.1% of Optimist Retirement Group's portfolio in Q1 2026, its #102 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.