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Redwood Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Redwood Investment Management’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 		$625K Buy
24,398
+6,074
+33% +$157K 0.08% 224
2025
Q4 		$472K Buy
18,324
+6,716
+58% +$174K 0.05% 264
2025
Q3 		$300K Buy
+11,608
New +$297K 0.03% 261
2025
Q1 		– Sell
-63,540
Closed -$1.59M – 356
2024
Q4 		$1.59M Sell
63,540
-3,593
-5% -$91.3K 0.15% 149
2024
Q3 		$1.75M Sell
67,133
-8,068
-11% -$208K 0.16% 162
2024
Q2 		$1.89M Buy
75,201
+18,139
+32% +$452K 0.16% 146
2024
Q1 		$1.44M Sell
57,062
-45,968
-45% -$1.16M 0.14% 227
2023
Q4 		$2.63M Buy
+103,030
New +$2.53M 0.24% 87
2020
Q1 		– Sell
-713,466
Closed -$21M – 244
2019
Q4 		$21M Buy
713,466
+28,463
+4% +$839K 5.19% 1
2019
Q3 		$20.3M Sell
685,003
-70,589
-9% -$2.08M 5.49% 1
2019
Q2 		$22M Buy
755,592
+627,212
+489% +$18M 6.16% 2
2019
Q1 		$3.66M Buy
128,380
+9,745
+8% +$274K 1.56% 12
2018
Q4 		$3.3M Buy
118,635
+29,716
+33% +$817K 2.49% 7
2018
Q3 		$2.46M Sell
88,919
-1,752
-2% -$48.8K 0.9% 41
2018
Q2 		$2.53M Sell
90,671
-2,014
-2% -$56.1K 0.97% 40
2018
Q1 		$2.61M Buy
+92,685
New +$2.61M 0.79% 42

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
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 $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Redwood Investment Management's SPAB Position: Q1 2026 in Review

Redwood Investment Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 33% in Q1 2026, buying an estimated $157K and bringing the position to 24,398 shares worth $625K. The position accounts for 0.08% of the portfolio, ranked #224.

Redwood Investment Management first reported a position in SPAB in Q1 2018 and has held it in 16 quarters since. The position peaked at $22M in Q2 2019. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Redwood Investment Management held 24,398 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $625K as of Q1 2026.
  • Redwood Investment Management bought 6,074 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $157K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.08% of Redwood Investment Management's portfolio in Q1 2026, its #224 holding.
  • Redwood Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 16 quarters since.
  • Redwood Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $22M in Q2 2019.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.