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World Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

World Investment Advisors’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
Q1 		$7.9M Buy
308,498
+28,841
+10% +$744K 0.13% 188
2025
Q4 		$7.2M Buy
279,657
+55,746
+25% +$1.44M 0.12% 201
2025
Q3 		$5.79M Buy
223,911
+94,759
+73% +$2.43M 0.12% 189
2025
Q2 		$3.31M Buy
129,152
+80,787
+167% +$2.04M 0.08% 274
2025
Q1 		$1.24M Buy
48,365
+8,466
+21% +$214K 0.03% 447
2024
Q4 		$997K Sell
39,899
-5,061
-11% -$129K 0.03% 475
2024
Q3 		$1.18M Sell
44,960
-3,843
-8% -$99K 0.04% 393
2024
Q2 		$1.22M Buy
+48,803
New +$1.22M 0.08% 239
2024
Q1 		– Sell
-19,102
Closed -$490K – 464
2023
Q4 		$490K Buy
+19,102
New +$470K 0.06% 222
2023
Q2 		– Sell
-12,785
Closed -$330K – 268
2023
Q1 		$330K Buy
12,785
+1,780
+16% +$45.5K 0.07% 174
2022
Q4 		$277K Buy
11,005
+1,710
+18% +$42.8K 0.06% 185
2022
Q3 		$232K Sell
9,295
-1,862
-17% -$48.8K 0.06% 205
2022
Q2 		$300K Sell
11,157
-833
-7% -$22.2K 0.06% 196
2022
Q1 		$333K Hold
11,990
– – 0.07% 192
2021
Q4 		$340K Buy
11,990
+491
+4% +$14.6K 0.07% 184
2021
Q3 		$343K Hold
11,499
– – 0.08% 171
2021
Q2 		$345K Buy
11,499
+2,540
+28% +$75.8K 0.08% 170
2021
Q1 		$266K Buy
+8,959
New +$270K 0.06% 187
2020
Q1 		– Sell
-59,044
Closed -$1.74M – 174
2019
Q4 		$1.74M Buy
+59,044
New +$1.74M 0.68% 29

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

World Investment Advisors's SPAB Position: Q1 2026 in Review

World Investment Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 10% in Q1 2026, buying an estimated $744K and bringing the position to 308,498 shares worth $7.9M. The position accounts for 0.13% of the portfolio, ranked #188.

World Investment Advisors first reported a position in SPAB in Q4 2019 and has held it in 19 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • World Investment Advisors held 308,498 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.9M as of Q1 2026.
  • World Investment Advisors bought 28,841 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $744K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of World Investment Advisors's portfolio in Q1 2026, its #188 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.