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Rational Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rational 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 		– Sell
-2,786,100
Closed -$71.7M – 195
2025
Q4 		$71.7M Sell
2,786,100
-151,203
-5% -$3.91M 7.35% 3
2025
Q3 		$75.9M Sell
2,937,303
-31,333
-1% -$802K 7.55% 1
2025
Q2 		$76M Sell
2,968,636
-118,154
-4% -$2.99M 7.53% 2
2025
Q1 		$78.8M Sell
3,086,790
-304,234
-9% -$7.68M 7.96% 2
2024
Q4 		$84.7M Sell
3,391,024
-72,236
-2% -$1.84M 8.28% 3
2024
Q3 		$90.5M Sell
3,463,260
-112,764
-3% -$2.9M 8.71% 2
2024
Q2 		$89.7M Sell
3,576,024
-195,260
-5% -$4.87M 8.75% 3
2024
Q1 		$95.3M Buy
+3,771,284
New +$95.3M 8.84% 3
2023
Q1 		– Sell
-4,796,257
Closed -$121M – 296
2022
Q4 		$121M Sell
4,796,257
-351,573
-7% -$8.81M 9.99% 1
2022
Q3 		$128M Sell
5,147,830
-289,976
-5% -$7.6M 10.13% 3
2022
Q2 		$143M Sell
5,437,806
-404,894
-7% -$10.8M 10.31% 3
2022
Q1 		$162M Buy
+5,842,700
New +$167M 9.61% 3
2021
Q2 		– Sell
-3
Closed – – 185
2021
Q1 		$0 Sell
3
-598,693
-100% -$18.1M ﹤0.01% 230
2020
Q4 		$18.4M Buy
598,696
+406,816
+212% +$12.5M 4.95% 1
2020
Q3 		$5.91M Buy
191,880
+102,698
+115% +$3.18M 2.53% 2
2020
Q2 		$2.75M Buy
89,182
+20,057
+29% +$613K 1.42% 5
2020
Q1 		$2.09M Sell
69,125
-16,421
-19% -$488K 1.52% 9
2019
Q4 		$2.51M Buy
85,546
+12,548
+17% +$370K 1.18% 11
2019
Q3 		$2.16M Buy
72,998
+17,558
+32% +$517K 0.84% 25
2019
Q2 		$1.62M Buy
55,440
+6,174
+13% +$177K 0.57% 46
2019
Q1 		$1.41M Buy
49,266
+13,490
+38% +$379K 0.38% 92
2018
Q4 		$996K Buy
35,776
+346
+1% +$9.51K 0.31% 77
2018
Q3 		$982K Buy
35,430
+11,153
+46% +$310K 0.23% 102
2018
Q2 		$677K Buy
24,277
+11,743
+94% +$327K 0.32% 103
2018
Q1 		$353K Buy
+12,534
New +$354K 0.17% 170

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
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 $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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Rational Advisors's SPAB Position: Q1 2026 in Review

Rational Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 2,786,100 shares — an estimated $71.7M sold.

Rational Advisors first reported a position in SPAB in Q1 2018 and held it in 25 quarters. The position peaked at $162M in Q1 2022. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Rational Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rational Advisors sold 2,786,100 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $71.7M.
  • Rational Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and held it in 25 quarters.
  • Rational Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $162M in Q1 2022.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.