RI
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Rinkey Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rinkey Investments’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 		$5.38M Sell
210,919
-2,644
-1% -$67.4K 1.27% 21
2026
Q1 		$5.47M Buy
213,563
+76
+0% +$1.96K 1.4% 18
2025
Q4 		$5.5M Sell
213,487
-269,130
-56% -$6.97M 1.4% 18
2025
Q3 		$12.5M Sell
482,617
-29,366
-6% -$752K 3.31% 8
2025
Q2 		$13.1M Sell
511,983
-46,163
-8% -$1.17M 3.94% 8
2025
Q1 		$14.3M Sell
558,146
-12,287
-2% -$310K 4.52% 7
2024
Q4 		$14.3M Sell
570,433
-12,317
-2% -$313K 4.56% 4
2024
Q3 		$15.2M Sell
582,750
-48,384
-8% -$1.25M 4.93% 4
2024
Q2 		$15.8M Buy
631,134
+3,252
+0.5% +$81.1K 5.69% 4
2024
Q1 		$15.9M Buy
627,882
+6,351
+1% +$161K 5.79% 4
2023
Q4 		$15.9M Sell
621,531
-10,644
-2% -$262K 6.28% 4
2023
Q3 		$15.4M Buy
632,175
+106,021
+20% +$2.64M 7.05% 4
2023
Q2 		$13.3M Buy
526,154
+17,019
+3% +$435K 6.1% 4
2023
Q1 		$13.1M Buy
509,135
+30,821
+6% +$788K 6.88% 4
2022
Q4 		$12M Sell
478,314
-3,637
-0.8% -$91.1K 7.19% 4
2022
Q3 		$12M Buy
481,951
+52,890
+12% +$1.39M 9.1% 4
2022
Q2 		$11.6M Buy
429,061
+41,759
+11% +$1.11M 10.23% 3
2022
Q1 		$10.3M Buy
387,302
+12,377
+3% +$354K 10.13% 3
2021
Q4 		$11M Buy
+374,925
New +$11.1M 10.07% 3

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

Rinkey Investments's SPAB Position: Q2 2026 in Review

Rinkey Investments reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.2% in Q2 2026, selling an estimated $67.4K and leaving 210,919 shares worth $5.38M. The position accounts for 1.27% of the portfolio, ranked #21.

Rinkey Investments first reported a position in SPAB in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q4 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Rinkey Investments held 210,919 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.38M as of Q2 2026.
  • Rinkey Investments sold 2,644 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $67.4K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.27% of Rinkey Investments's portfolio in Q2 2026, its #21 holding.
  • Rinkey Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rinkey Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $15.9M in Q4 2023.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.