SMI
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Shelter Mutual Insurance’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Shelter Mutual Insurance’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 		$839K Hold
32,900
– – 0.18% 53
2026
Q1 		$844K Hold
32,900
– – 0.19% 53
2025
Q4 		$847K Hold
32,900
– – 0.19% 54
2025
Q3 		$851K Hold
32,900
– – 0.19% 54
2025
Q2 		$842K Hold
32,900
– – 0.2% 54
2025
Q1 		$840K Hold
32,900
– – 0.2% 53
2024
Q4 		$822K Hold
32,900
– – 0.2% 53
2024
Q3 		$834K Hold
32,900
– – 0.2% 53
2024
Q2 		$825K Hold
32,900
– – 0.21% 53
2024
Q1 		$832K Hold
32,900
– – 0.21% 53
2023
Q4 		$844K Hold
32,900
– – 0.23% 53
2023
Q3 		$800K Hold
32,900
– – 0.22% 55
2023
Q2 		$835K Buy
+32,900
New +$842K 0.2% 59

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

Shelter Mutual Insurance's SPAB Position: Q2 2026 in Review

Shelter Mutual Insurance held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 32,900 shares worth $839K. The position accounts for 0.18% of the portfolio, ranked #53.

Shelter Mutual Insurance first reported a position in SPAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $851K in Q3 2025. 534 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Shelter Mutual Insurance held 32,900 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $839K as of Q2 2026.
  • Shelter Mutual Insurance left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.18% of Shelter Mutual Insurance's portfolio in Q2 2026, its #53 holding.
  • Shelter Mutual Insurance first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Shelter Mutual Insurance's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $851K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.