OGF
SPAB icon

Orin Green Financial’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Orin Green Financial’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
Q2 		$2.54M Sell
99,567
-647
-0.6% -$16.5K 0.94% 22
2026
Q1 		$2.57M Sell
100,214
-376
-0.4% -$9.7K 1.05% 22
2025
Q4 		$2.59M Buy
100,590
+3,984
+4% +$103K 1.04% 22
2025
Q3 		$2.5M Sell
96,606
-10,237
-10% -$262K 1% 21
2025
Q2 		$2.74M Sell
106,843
-900
-0.8% -$22.8K 1.16% 20
2025
Q1 		$2.71M Buy
+107,743
New +$2.72M 1.28% 19
2024
Q4 		– Sell
-93,644
Closed -$2.38M – 22
2024
Q3 		$2.45M Buy
93,644
+110
+0.1% +$2.83K 1.06% 20
2024
Q2 		$2.35M Buy
+93,534
New +$2.33M 1.08% 19
2024
Q1 		– Sell
-87,175
Closed -$2.2M – 19
2023
Q4 		$2.23M Sell
87,175
-12,841
-13% -$316K 1.1% 19
2023
Q3 		$2.43M Sell
100,016
-277
-0.3% -$6.9K 1.35% 18
2023
Q2 		$2.54M Sell
100,293
-1,781
-2% -$45.6K 1.33% 18
2023
Q1 		$2.63M Buy
102,074
+761
+0.8% +$19.5K 1.42% 18
2022
Q4 		$2.55M Buy
101,313
+30,472
+43% +$763K 1.49% 18
2022
Q3 		$1.76M Buy
70,841
+6,655
+10% +$174K 1.14% 19
2022
Q2 		$1.7M Buy
64,186
+4,450
+7% +$119K 1.06% 21
2022
Q1 		$1.66M Sell
59,736
-108
-0.2% -$3.09K 1.08% 20
2021
Q4 		$1.7M Buy
59,844
+2,325
+4% +$69.1K 1.23% 20
2021
Q3 		$1.72M Sell
57,519
-2,378
-4% -$71.7K 1.2% 21
2021
Q2 		$1.8M Buy
59,897
+6,228
+12% +$186K 1.27% 20
2021
Q1 		$1.59M Buy
53,669
+3,455
+7% +$104K 1.3% 19
2020
Q4 		$1.55M Buy
+50,214
New +$1.54M 1.23% 21

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Orin Green Financial's SPAB Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.65% in Q2 2026, selling an estimated $16.5K and leaving 99,567 shares worth $2.54M. The position accounts for 0.94% of the portfolio, ranked #22.

Orin Green Financial first reported a position in SPAB in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.74M in Q2 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Orin Green Financial held 99,567 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.54M as of Q2 2026.
  • Orin Green Financial sold 647 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.94% of Orin Green Financial's portfolio in Q2 2026, its #22 holding.
  • Orin Green Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.74M in Q2 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.