Symmetry Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Symmetry Partners’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	–	Sell	-9,111	Closed	-$233K	–	308
2026 Q1	$233K	Buy	9,111 +1,339	+17%	+$34.5K	0.01%	175
2025 Q4	$200K	Hold	7,772	–	–	0.01%	198
2025 Q3	$201K	Sell	7,772 -278	-3%	-$7.12K	0.02%	167
2025 Q2	$206K	Sell	8,050 -6,773	-46%	-$171K	0.03%	141
2025 Q1	$379K	Sell	14,823 -261	-2%	-$6.58K	0.05%	93
2024 Q4	$377K	Buy	+15,084	New	+$383K	0.05%	86

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Symmetry Partners's SPAB Position: Q2 2026 in Review

Symmetry Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 9,111 shares — an estimated $233K sold.

Symmetry Partners first reported a position in SPAB in Q4 2024 and held it in 6 quarters. The position peaked at $379K in Q1 2025. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Symmetry Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Symmetry Partners sold 9,111 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $233K.
Symmetry Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
Symmetry Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $379K in Q1 2025.
542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.