CWM
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Cahaba Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cahaba 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
2026
Q2 		$540K Buy
21,172
+129
+0.6% +$3.29K 0.03% 97
2026
Q1 		$539K Buy
21,043
+242
+1% +$6.24K 0.04% 92
2025
Q4 		$536K Sell
20,801
-1,614
-7% -$41.8K 0.04% 93
2025
Q3 		$579K Sell
22,415
-328,710
-94% -$8.41M 0.04% 84
2025
Q2 		$8.99M Sell
351,125
-7,434
-2% -$188K 0.7% 17
2025
Q1 		$9.16M Sell
358,559
-4,272
-1% -$108K 0.76% 16
2024
Q4 		$9.07M Buy
362,831
+16,988
+5% +$432K 0.75% 16
2024
Q3 		$9.04M Sell
345,843
-16,461
-5% -$424K 0.75% 16
2024
Q2 		$9.09M Buy
362,304
+40,932
+13% +$1.02M 0.8% 16
2024
Q1 		$8.12M Buy
321,372
+2,357
+0.7% +$59.6K 0.74% 16
2023
Q4 		$8.18M Buy
319,015
+89,299
+39% +$2.2M 0.81% 16
2023
Q3 		$5.59M Buy
229,716
+27,664
+14% +$689K 0.62% 18
2023
Q2 		$5.13M Sell
202,052
-516
-0.3% -$13.2K 0.55% 22
2023
Q1 		$5.22M Buy
202,568
+11,788
+6% +$302K 0.6% 21
2022
Q4 		$4.79M Buy
190,780
+63,228
+50% +$1.58M 0.59% 20
2022
Q3 		$3.18M Buy
127,552
+32,031
+34% +$840K 0.44% 24
2022
Q2 		$2.52M Buy
95,521
+22,022
+30% +$587K 0.36% 23
2022
Q1 		$1.96M Buy
73,499
+7,600
+12% +$217K 0.27% 31
2021
Q4 		$1.95M Buy
65,899
+12,881
+24% +$383K 0.26% 29
2021
Q3 		$1.58M Buy
53,018
+32
+0.1% +$965 0.23% 33
2021
Q2 		$1.6M Buy
52,986
+5,018
+10% +$150K 0.25% 32
2021
Q1 		$1.42M Buy
47,968
+172
+0.4% +$5.19K 0.22% 36
2020
Q4 		$1.46M Buy
47,796
+344
+0.7% +$10.6K 0.24% 37
2020
Q3 		$1.46M Buy
47,452
+161
+0.3% +$4.98K 0.29% 35
2020
Q2 		$1.47M Sell
47,291
-10,071
-18% -$308K 0.3% 31
2020
Q1 		$1.73M Sell
57,362
-3,536
-6% -$105K 0.44% 26
2019
Q4 		$1.79M Sell
60,898
-450
-0.7% -$13.3K 0.4% 28
2019
Q3 		$1.82M Buy
61,348
+1,730
+3% +$50.9K 0.43% 26
2019
Q2 		$1.74M Buy
59,618
+1,327
+2% +$38K 0.43% 26
2019
Q1 		$1.66M Buy
58,291
+249
+0.4% +$6.99K 0.45% 25
2018
Q4 		$1.62M Buy
+58,042
New +$1.6M 0.5% 27

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Cahaba Wealth Management's SPAB Position: Q2 2026 in Review

Cahaba Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.61% in Q2 2026, buying an estimated $3.29K and bringing the position to 21,172 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #97.

Cahaba Wealth Management first reported a position in SPAB in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.16M in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Cahaba Wealth Management held 21,172 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $540K as of Q2 2026.
  • Cahaba Wealth Management bought 129 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $3.29K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Cahaba Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Cahaba Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $9.16M in Q1 2025.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.