ZIM
SPAB icon

Zacks Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Zacks Investment 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
2026
Q1 		$211K Sell
8,255
-46,654
-85% -$1.2M ﹤0.01% 666
2025
Q4 		$1.41M Buy
54,909
+27,785
+102% +$719K 0.01% 390
2025
Q3 		$701K Sell
27,124
-184
-0.7% -$4.71K 0.01% 442
2025
Q2 		$699K Buy
27,308
+2,127
+8% +$53.8K 0.01% 439
2025
Q1 		$643K Sell
25,181
-286,953
-92% -$7.24M 0.01% 445
2024
Q4 		$7.8M Buy
312,134
+296,537
+1,901% +$7.54M 0.07% 182
2024
Q3 		$408K Buy
15,597
+779
+5% +$20.1K ﹤0.01% 514
2024
Q2 		$372K Sell
14,818
-1,971
-12% -$49.1K ﹤0.01% 487
2024
Q1 		$424K Sell
16,789
-344,088
-95% -$8.7M ﹤0.01% 494
2023
Q4 		$9.25M Buy
360,877
+316,609
+715% +$7.79M 0.11% 151
2023
Q3 		$1.08M Buy
44,268
+27,170
+159% +$677K 0.01% 362
2023
Q2 		$434K Sell
17,098
-43,875
-72% -$1.12M 0.01% 477
2023
Q1 		$1.57M Sell
60,973
-331,561
-84% -$8.48M 0.02% 312
2022
Q4 		$9.86M Buy
392,534
+310,944
+381% +$7.79M 0.14% 137
2022
Q3 		$2.04M Buy
81,590
+73,416
+898% +$1.92M 0.03% 263
2022
Q2 		$215K Buy
+8,174
New +$218K ﹤0.01% 535
2022
Q1 		– Sell
-240,899
Closed -$7.13M – 657
2021
Q4 		$7.13M Buy
+240,899
New +$7.16M 0.1% 165
2021
Q1 		– Sell
-45,397
Closed -$1.4M – 576
2020
Q4 		$1.4M Buy
45,397
+38,513
+559% +$1.18M 0.03% 311
2020
Q3 		$212K Hold
6,884
– – ﹤0.01% 483
2020
Q2 		$212K Sell
6,884
-4,618
-40% -$141K ﹤0.01% 473
2020
Q1 		$348K Sell
11,502
-10,023
-47% -$298K 0.01% 419
2019
Q4 		$632K Buy
+21,525
New +$634K 0.01% 431
2019
Q1 		– Sell
-277,477
Closed -$7.73M – 592
2018
Q4 		$7.73M Buy
+277,477
New +$7.63M 0.19% 107
2017
Q1 		– Sell
-79,758
Closed -$2.27M – 717
2016
Q4 		$2.27M Buy
+79,758
New +$2.3M 0.07% 198
2016
Q1 		– Sell
-389,066
Closed -$11.1M – 679
2015
Q4 		$11.1M Buy
+389,066
New +$11.2M 0.36% 80
2015
Q1 		– Sell
-138,302
Closed -$4.03M – 703
2014
Q4 		$4.03M Buy
+138,302
New +$4.02M 0.13% 153

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

Zacks Investment Management's SPAB Position: Q1 2026 in Review

Zacks Investment Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 85% in Q1 2026, selling an estimated $1.2M and leaving 8,255 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Zacks Investment Management first reported a position in SPAB in Q4 2014 and has held it in 26 quarters since. The position peaked at $11.1M in Q4 2015. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Zacks Investment Management held 8,255 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $211K as of Q1 2026.
  • Zacks Investment Management sold 46,654 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.2M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #666 holding.
  • Zacks Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2014 and has held it in 26 quarters since.
  • Zacks Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.1M in Q4 2015.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.