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

World Equity 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	$423K	Buy	+16,584	New	+$423K	0.09%	248
2024 Q3	–	Sell	-15,585	Closed	-$391K	–	307
2024 Q2	$391K	Buy	15,585 +734	+5%	+$18.3K	0.12%	185
2024 Q1	$375K	Sell	14,851 -362	-2%	-$9.15K	0.08%	217
2023 Q4	$390K	Sell	15,213 -1,743	-10%	-$42.9K	0.08%	219
2023 Q3	$413K	Sell	16,956 -14,993	-47%	-$374K	0.09%	222
2023 Q2	$811K	Sell	31,949 -29,728	-48%	-$760K	0.24%	108
2023 Q1	$738K	Buy	61,677 +38,536	+167%	+$986K	0.11%	207
2022 Q4	$582K	Sell	23,141 -4,743	-17%	-$119K	0.14%	162
2022 Q3	$696K	Buy	27,884 +9,990	+56%	+$262K	0.18%	133
2022 Q2	$472K	Buy	+17,894	New	+$477K	0.12%	185

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

World Equity Group's SPAB Position: Q2 2026 in Review

World Equity Group opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026: 16,584 shares worth $423K. The stake represents 0.09% of the portfolio and ranks #248 among its holdings. This is a return to the name: World Equity Group previously reported a position in SPAB as recently as Q2 2024.

World Equity Group first reported a position in SPAB in Q2 2022 and has held it in 10 quarters since. The position peaked at $811K in Q2 2023. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

World Equity Group held 16,584 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $423K as of Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new World Equity Group position in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #248 holding.
World Equity Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 10 quarters since.
World Equity Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $811K in Q2 2023.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.