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Shelton Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Shelton Capital 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
Q2 		$1.59M Sell
62,320
-1,455
-2% -$37.1K 0.03% 221
2026
Q1 		$1.63M Buy
+63,775
New +$1.65M 0.04% 230

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

Shelton Capital Management's SPAB Position: Q2 2026 in Review

Shelton Capital Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.3% in Q2 2026, selling an estimated $37.1K and leaving 62,320 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #221.

Shelton Capital Management first reported a position in SPAB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.63M in Q1 2026. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Shelton Capital Management held 62,320 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.59M as of Q2 2026.
  • Shelton Capital Management sold 1,455 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $37.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Shelton Capital Management's portfolio in Q2 2026, its #221 holding.
  • Shelton Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Shelton Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.63M in Q1 2026.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.