UBS Group
SPAB icon

UBS Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

UBS Group’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 		$10.7M Sell
418,272
-112,711
-21% -$2.88M ﹤0.01% 3372
2026
Q1 		$13.6M Buy
530,983
+149,044
+39% +$3.85M ﹤0.01% 3020
2025
Q4 		$9.83M Sell
381,939
-11,158
-3% -$289K ﹤0.01% 3302
2025
Q3 		$10.2M Sell
393,097
-657,199
-63% -$16.8M ﹤0.01% 3275
2025
Q2 		$26.9M Buy
1,050,296
+134,506
+15% +$3.4M ﹤0.01% 2077
2025
Q1 		$23.4M Buy
915,790
+642,670
+235% +$16.2M ﹤0.01% 2175
2024
Q4 		$6.83M Buy
273,120
+14,016
+5% +$356K ﹤0.01% 3493
2024
Q3 		$6.77M Sell
259,104
-952,185
-79% -$24.5M ﹤0.01% 2755
2024
Q2 		$30.4M Buy
1,211,289
+22,166
+2% +$552K 0.01% 1366
2024
Q1 		$30.1M Buy
1,189,123
+40,800
+4% +$1.03M 0.01% 1394
2023
Q4 		$29.4M Sell
1,148,323
-107,755
-9% -$2.65M 0.01% 1321
2023
Q3 		$30.6M Buy
1,256,078
+240,716
+24% +$6M 0.01% 1165
2023
Q2 		$25.8M Buy
1,015,362
+856,439
+539% +$21.9M 0.01% 1258
2023
Q1 		$4.1M Sell
158,923
-589,540
-79% -$15.1M ﹤0.01% 2711
2022
Q4 		$18.8M Buy
748,463
+592,623
+380% +$14.8M 0.01% 1463
2022
Q3 		$3.89M Sell
155,840
-63,881
-29% -$1.67M ﹤0.01% 2583
2022
Q2 		$5.79M Sell
219,721
-257,704
-54% -$6.87M ﹤0.01% 2245
2022
Q1 		$13.3M Buy
477,425
+162,187
+51% +$4.63M ﹤0.01% 1728
2021
Q4 		$9.34M Sell
315,238
-102,246
-24% -$3.04M ﹤0.01% 2201
2021
Q3 		$12.5M Sell
417,484
-5,041
-1% -$152K ﹤0.01% 1870
2021
Q2 		$12.7M Sell
422,525
-47,138
-10% -$1.41M ﹤0.01% 1837
2021
Q1 		$13.9M Sell
469,663
-566,384
-55% -$17.1M ﹤0.01% 1682
2020
Q4 		$31.9M Buy
1,036,047
+59,765
+6% +$1.84M 0.01% 1044
2020
Q3 		$30.1M Buy
976,282
+756,801
+345% +$23.4M 0.01% 922
2020
Q2 		$6.77M Buy
219,481
+15,810
+8% +$483K ﹤0.01% 1817
2020
Q1 		$6.16M Sell
203,671
-26,861
-12% -$798K ﹤0.01% 1760
2019
Q4 		$6.77M Buy
230,532
+2,326
+1% +$68.6K ﹤0.01% 2304
2019
Q3 		$6.76M Buy
228,206
+26,645
+13% +$784K ﹤0.01% 2101
2019
Q2 		$5.88M Buy
201,561
+3,132
+2% +$89.6K ﹤0.01% 2192
2019
Q1 		$5.66M Buy
198,429
+45,776
+30% +$1.29M ﹤0.01% 2109
2018
Q4 		$4.25M Sell
152,653
-4,681
-3% -$129K ﹤0.01% 2298
2018
Q3 		$4.36M Buy
157,334
+234
+0.1% +$6.51K ﹤0.01% 2478
2018
Q2 		$4.38M Buy
157,100
+34,573
+28% +$963K ﹤0.01% 2454
2018
Q1 		$3.45M Sell
122,527
-375,120
-75% -$10.6M ﹤0.01% 2653
2017
Q4 		$14.3M Sell
497,647
-3,013
-0.6% -$86.7K 0.01% 1434
2017
Q3 		$14.4M Buy
500,660
+35,056
+8% +$1.01M 0.01% 1332
2017
Q2 		$13.4M Sell
465,604
-64
-0% -$1.84K 0.01% 1303
2017
Q1 		$13.3M Buy
465,668
+87,972
+23% +$2.51M 0.01% 1286
2016
Q4 		$10.7M Sell
377,696
-139,810
-27% -$4.04M 0.01% 1439
2016
Q3 		$15.3M Sell
517,506
-1,264
-0.2% -$37.5K 0.01% 1134
2016
Q2 		$15.4M Buy
518,770
+2,100
+0.4% +$61.7K 0.01% 1097
2016
Q1 		$15.1M Buy
516,670
+7,184
+1% +$208K 0.01% 1059
2015
Q4 		$14.5M Sell
509,486
-19,698
-4% -$566K 0.01% 1149
2015
Q3 		$15.3M Sell
529,184
-11,834
-2% -$341K 0.01% 1072
2015
Q2 		$15.5M Buy
541,018
+87,094
+19% +$2.53M 0.01% 1150
2015
Q1 		$13.4M Buy
453,924
+179,492
+65% +$5.28M 0.01% 1236
2014
Q4 		$8M Buy
+274,432
New +$7.98M 0.01% 1681

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

UBS Group's SPAB Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 21% in Q2 2026, selling an estimated $2.88M and leaving 418,272 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

UBS Group first reported a position in SPAB in Q4 2014 and has held it in 47 quarters since. The position peaked at $31.9M in Q4 2020. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • UBS Group held 418,272 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $10.7M as of Q2 2026.
  • UBS Group sold 112,711 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.88M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3372 holding.
  • UBS Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $31.9M in Q4 2020.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.