SW
SPAB icon

Simplicity Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Simplicity Wealth’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 		$13.9M Buy
546,014
+15,076
+3% +$385K 0.47% 48
2026
Q1 		$13.6M Buy
530,938
+119,317
+29% +$3.08M 0.77% 19
2025
Q4 		$10.6M Buy
411,621
+44,920
+12% +$1.16M 0.63% 30
2025
Q3 		$9.48M Sell
366,701
-260,087
-41% -$6.66M 0.55% 35
2025
Q2 		$16M Buy
626,788
+482,535
+335% +$12.2M 0.67% 27
2025
Q1 		$3.68M Buy
+144,253
New +$3.64M 0.29% 77
2024
Q4 		– Sell
-151,324
Closed -$3.96M – 483
2024
Q3 		$3.96M Sell
151,324
-48,173
-24% -$1.24M 0.37% 61
2024
Q2 		$5.01M Buy
199,497
+19,942
+11% +$497K 0.11% 181
2024
Q1 		$4.54M Sell
179,555
-19,547
-10% -$494K 0.11% 189
2023
Q4 		$5.1M Buy
199,102
+111,661
+128% +$2.75M 1.98% 12
2023
Q3 		$2.13M Buy
87,441
+37,464
+75% +$933K 1.25% 17
2023
Q2 		$1.27M Buy
49,977
+3,005
+6% +$76.9K 0.79% 25
2023
Q1 		$1.21M Buy
46,972
+36,830
+363% +$942K 0.81% 28
2022
Q4 		$255K Sell
10,142
-12,151
-55% -$304K 0.23% 57
2022
Q3 		$556K Buy
22,293
+376
+2% +$9.86K 0.75% 42
2022
Q2 		$578K Sell
21,917
-14,862
-40% -$396K 0.84% 39
2022
Q1 		$1.02M Sell
36,779
-252,387
-87% -$7.21M 0.99% 31
2021
Q4 		$8.56M Buy
+289,166
New +$8.6M 4.62% 5

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

Simplicity Wealth's SPAB Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.8% in Q2 2026, buying an estimated $385K and bringing the position to 546,014 shares worth $13.9M. The position accounts for 0.47% of the portfolio, ranked #48.

Simplicity Wealth first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. The position peaked at $16M in Q2 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Simplicity Wealth held 546,014 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $13.9M as of Q2 2026.
  • Simplicity Wealth bought 15,076 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $385K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.47% of Simplicity Wealth's portfolio in Q2 2026, its #48 holding.
  • Simplicity Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Simplicity Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16M in Q2 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.