SPAB β€” SPDR PORTFOLIO AGGREGATE BOND ETF

Ownership history in NYL Investors LLC  Β·  29 quarters on record

AI Ownership Summary

NYL Investors LLC reported SPDR PORTFOLIO AGGREGATE BOND ETF (SPAB) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.21% in 2025 Q4. The latest visible filing shows SPAB at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NYL Investors LLC's position in SPDR PORTFOLIO AGGREGATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPAB was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NYL Investors LLC held SPAB β€” position size vs. price
% of Fund (quarterly)    SPAB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 137,928 +3,509 +2.6% 1.21% $3.6M 2026-02-14 (Est.) $25.97
2025 Q3 REDUCED 134,419 -669 -0.5% 1.14% $3.5M 2025-11-04 $25.51
2025 Q2 REDUCED 135,088 -4,212 -3.0% 0.95% $3.5M 2025-08-13 $25.04
2025 Q1 ADDED 139,300 +2,200 +1.6% 0.23% $3.6M 2025-05-07 $24.51
2024 Q4 ADDED 137,100 +8,100 +6.3% 0.31% $3.4M 2025-01-30 $24.05
2024 Q3 REDUCED 129,000 -1,300 -1.0% 0.21% $3.4M 2024-11-06 $23.89
2024 Q2 UNCHANGED 130,300 β€” 0% 0.23% $3.3M 2024-08-13 $24.29
2024 Q1 ADDED 130,300 +11,200 +9.4% 0.12% $3.3M 2024-05-10 $23.11
2023 Q4 REDUCED 119,100 -4,000 -3.2% 0.12% $3.1M 2024-02-12 $23.26
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SPAB

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 0.11%

FAQ About NYL Investors LLC and SPAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has NYL Investors LLC reported owning SPAB?

NYL Investors LLC reported SPAB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPAB position in NYL Investors LLC's portfolio?

The largest reported portfolio weight for SPAB was 1.21% in 2025 Q4.

What is the latest reported SPAB position on this page?

The most recent filing on this page is 2025 Q4, when NYL Investors LLC reported 137,928 shares, equal to 1.21% of portfolio, with an estimated market value of $3.6M.

What does the chart on this SPAB ownership page compare?

The chart compares NYL Investors LLC's quarterly SPAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to NYL Investors LLC Holdings