SWM
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SigFig Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SigFig Wealth 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
Q3 		$16M Buy
656,390
+36,311
+6% +$909K 0.4% 23
2026
Q2 		$15.9M Buy
620,079
+49,702
+9% +$1.27M 0.42% 22
2026
Q1 		$14.6M Buy
570,377
+36,566
+7% +$943K 0.43% 22
2025
Q4 		$13.8M Buy
533,811
+25,391
+5% +$657K 0.41% 27
2025
Q3 		$13.1M Buy
508,420
+23,877
+5% +$611K 0.41% 30
2025
Q2 		$12.4M Buy
484,543
+29,850
+7% +$755K 0.41% 33
2025
Q1 		$12.2M Sell
454,693
-435
-0.1% -$11K 0.44% 31
2024
Q4 		$12.3M Buy
455,128
+13,818
+3% +$351K 0.45% 31
2024
Q3 		$11.9M Sell
441,310
-127,031
-22% -$3.27M 0.43% 30
2024
Q2 		$14.9M Sell
568,341
-208,680
-27% -$5.2M 0.56% 25
2024
Q1 		$19.8M Sell
777,021
-166,100
-18% -$4.2M 0.73% 22
2023
Q4 		$23.8M Sell
943,121
-265,908
-22% -$6.54M 0.9% 20
2023
Q3 		$29.4M Sell
1,209,029
-79,922
-6% -$1.99M 1.18% 19
2023
Q2 		$34.5M Sell
1,288,951
-119,712
-8% -$3.06M 1.34% 19
2023
Q1 		$38.2M Buy
1,408,663
+800,574
+132% +$20.5M 2.1% 14
2022
Q4 		$17.6M Sell
608,089
-6,630
-1% -$166K 0.87% 21
2022
Q3 		$17.4M Sell
614,719
-13,971
-2% -$366K 0.91% 21
2022
Q2 		$17.6M Sell
628,690
-25,895
-4% -$690K 0.91% 21
2022
Q1 		$18.4M Sell
654,585
-19,619
-3% -$561K 0.89% 19
2021
Q4 		$19.3M Buy
674,204
+17,976
+3% +$535K 0.9% 19
2021
Q3 		$19.6M Buy
656,228
+54,168
+9% +$1.63M 0.98% 17
2021
Q2 		$18.1M Buy
602,060
+84,843
+16% +$2.53M 0.96% 16
2021
Q1 		$15.3M Buy
517,217
+54,551
+12% +$1.65M 0.94% 16
2020
Q4 		$14.2M Buy
462,666
+29,525
+7% +$907K 1.03% 16
2020
Q3 		$13.4M Buy
433,141
+38,761
+10% +$1.2M 1.22% 16
2020
Q2 		$12.2M Buy
394,380
+27,256
+7% +$833K 1.3% 14
2020
Q1 		$11.1M Sell
367,124
-18,784
-5% -$558K 1.51% 15
2019
Q4 		$11.3M Buy
385,908
+10,123
+3% +$298K 1.4% 17
2019
Q3 		$11.1M Buy
375,785
+1,709
+0.5% +$50.3K 1.59% 15
2019
Q2 		$10.9M Buy
374,076
+4,729
+1% +$135K 1.7% 17
2019
Q1 		$10.5M Buy
369,347
+11,956
+3% +$336K 1.87% 17
2018
Q4 		$9.93M Buy
357,391
+729
+0.2% +$20K 2.11% 17
2018
Q3 		$9.88M Buy
356,662
+1,188
+0.3% +$33.1K 2.04% 17
2018
Q2 		$9.91M Buy
355,474
+505
+0.1% +$14.1K 2.55% 16
2018
Q1 		$10M Buy
+354,969
New +$10M 5.83% 7

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

SigFig Wealth Management's SPAB Position: Q3 2026 in Review

SigFig Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.9% in Q3 2026, buying an estimated $909K and bringing the position to 656,390 shares worth $16M. The position accounts for 0.4% of the portfolio, ranked #23.

SigFig Wealth Management first reported a position in SPAB in Q1 2018 and has held it in 35 quarters since. The position peaked at $38.2M in Q1 2023. 58 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • SigFig Wealth Management held 656,390 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $16M as of Q3 2026.
  • SigFig Wealth Management bought 36,311 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $909K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.4% of SigFig Wealth Management's portfolio in Q3 2026, its #23 holding.
  • SigFig Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 35 quarters since.
  • SigFig Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $38.2M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.