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Rainier Family Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rainier Family Wealth’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 		$4.78M Buy
187,221
+44,538
+31% +$1.14M 2.72% 10
2026
Q1 		$3.66M Buy
142,683
+29,329
+26% +$757K 2.45% 11
2025
Q4 		$2.92M Buy
113,354
+28,046
+33% +$726K 2.2% 13
2025
Q3 		$2.21M Buy
85,308
+19,928
+30% +$510K 1.97% 13
2025
Q2 		$1.67M Buy
65,380
+24,967
+62% +$631K 1.67% 16
2025
Q1 		$1.03M Buy
40,413
+22,979
+132% +$580K 1.22% 23
2024
Q4 		$436K Buy
+17,434
New +$443K 0.53% 45

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Rainier Family Wealth's SPAB Position: Q2 2026 in Review

Rainier Family Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 31% in Q2 2026, buying an estimated $1.14M and bringing the position to 187,221 shares worth $4.78M. The position accounts for 2.72% of the portfolio, ranked #10.

Rainier Family Wealth first reported a position in SPAB in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Rainier Family Wealth held 187,221 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.78M as of Q2 2026.
  • Rainier Family Wealth bought 44,538 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $1.14M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 2.72% of Rainier Family Wealth's portfolio in Q2 2026, its #10 holding.
  • Rainier Family Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.