WCWM
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Willow Creek Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Willow Creek 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
2025
Q3 		$102M Buy
3,934,831
+239,810
+6% +$6.14M 8.38% 3
2025
Q2 		$94.6M Buy
3,695,021
+118,603
+3% +$3M 8.51% 3
2025
Q1 		$91.3M Buy
3,576,418
+96,577
+3% +$2.44M 8.89% 3
2024
Q4 		$87M Buy
3,479,841
+116,270
+3% +$2.96M 8.87% 3
2024
Q3 		$87.9M Buy
3,363,571
+132,988
+4% +$3.43M 9.24% 3
2024
Q2 		$81.1M Buy
3,230,583
+64,022
+2% +$1.6M 9.22% 3
2024
Q1 		$80.1M Buy
3,166,561
+56,858
+2% +$1.44M 9.36% 3
2023
Q4 		$79.7M Sell
3,109,703
-25,791
-0.8% -$634K 9.99% 2
2023
Q3 		$76.3M Sell
3,135,494
-93,522
-3% -$2.33M 11.36% 3
2023
Q2 		$81.9M Sell
3,229,016
-171,305
-5% -$4.38M 11.6% 1
2023
Q1 		$87.7M Buy
3,400,321
+125,087
+4% +$3.2M 13.53% 1
2022
Q4 		$82.3M Sell
3,275,234
-155,293
-5% -$3.89M 13.67% 1
2022
Q3 		$85.6M Buy
3,430,527
+180,000
+6% +$4.72M 16.61% 1
2022
Q2 		$85.7M Buy
3,250,527
+138,906
+4% +$3.7M 15.89% 1
2022
Q1 		$86.5M Buy
3,111,621
+159,981
+5% +$4.57M 17.38% 1
2021
Q4 		$87.4M Sell
2,951,640
-65,553
-2% -$1.95M 18.07% 1
2021
Q3 		$90.1M Buy
3,017,193
+88,497
+3% +$2.67M 19.96% 1
2021
Q2 		$87.9M Buy
2,928,696
+188,436
+7% +$5.62M 20.98% 1
2021
Q1 		$81.2M Buy
2,740,260
+285,966
+12% +$8.63M 29.85% 1
2020
Q4 		$75.6M Buy
2,454,294
+722,858
+42% +$22.2M 28.45% 1
2020
Q3 		$53.3M Buy
1,731,436
+1,591,822
+1,140% +$49.3M 22% 1
2020
Q2 		$4.31M Sell
139,614
-10,107
-7% -$309K 1.93% 10
2020
Q1 		$4.53M Sell
149,721
-6,962
-4% -$207K 2.28% 10
2019
Q4 		$4.6M Sell
156,683
-2,675
-2% -$78.8K 2.1% 9
2019
Q3 		$4.72M Buy
159,358
+4,417
+3% +$130K 2.19% 9
2019
Q2 		$4.52M Sell
154,941
-5,184
-3% -$148K 2.17% 9
2019
Q1 		$4.57M Sell
160,125
-2,920
-2% -$82K 2.3% 9
2018
Q4 		$4.54M Sell
163,045
-201,619
-55% -$5.54M 2.41% 9
2018
Q3 		$10.1M Sell
364,664
-4,487
-1% -$125K 5.63% 3
2018
Q2 		$10.3M Buy
369,151
+92,407
+33% +$2.57M 5.79% 3
2018
Q1 		$7.79M Buy
+276,744
New +$7.81M 4.17% 4

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Willow Creek Wealth Management's SPAB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6.5% in Q3 2025, buying an estimated $6.14M and bringing the position to 3,934,831 shares worth $102M. The position accounts for 8.38% of the portfolio, ranked #3.

Willow Creek Wealth Management first reported a position in SPAB in Q1 2018 and has held it in 31 quarters since. 488 funds tracked by Wall St. Rank hold SPAB as of Q3 2025.

  • Willow Creek Wealth Management held 3,934,831 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $102M as of Q3 2025.
  • Willow Creek Wealth Management bought 239,810 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2025, an estimated $6.14M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 8.38% of Willow Creek Wealth Management's portfolio in Q3 2025, its #3 holding.
  • Willow Creek Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 31 quarters since.
  • 488 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.