CAWM
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Capital A Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Capital A 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
2025
Q2 		– Sell
-53
Closed -$1.35K – 776
2025
Q1 		$1.35K Sell
53
-131
-71% -$3.31K ﹤0.01% 506
2024
Q4 		$4.6K Buy
+184
New +$4.68K 0.01% 389

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Capital A Wealth Management's SPAB Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2025, closing a stake of 53 shares — an estimated $1.35K sold.

Capital A Wealth Management first reported a position in SPAB in Q4 2024 and held it in 2 quarters. The position peaked at $4.6K in Q4 2024. 505 funds tracked by Wall St. Rank hold SPAB as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 53 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2025, an estimated $1.35K.
  • Capital A Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.6K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.