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Capital CS Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Capital CS Group’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 		$461K Buy
17,988
+293
+2% +$7.56K 0.95% 21
2025
Q4 		$456K Sell
17,695
-282
-2% -$7.3K 0.7% 26
2025
Q3 		$465K Buy
17,977
+1,663
+10% +$42.6K 0.73% 31
2025
Q2 		$418K Sell
16,314
-1,327
-8% -$33.5K 0.68% 28
2025
Q1 		$451K Buy
17,641
+2,557
+17% +$64.5K 0.73% 20
2024
Q4 		$377K Buy
15,084
+1,610
+12% +$40.9K 0.49% 30
2024
Q3 		$352K Sell
13,474
-825
-6% -$21.3K 0.42% 40
2024
Q2 		$359K Buy
14,299
+69
+0.5% +$1.72K 0.4% 43
2024
Q1 		$360K Sell
14,230
-3,332
-19% -$84.2K 0.34% 46
2023
Q4 		$450K Buy
+17,562
New +$432K 0.49% 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 $424B AUM 22.96% 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 $7.56B AUM 23.82% 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 $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Capital CS Group's SPAB Position: Q1 2026 in Review

Capital CS Group increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.7% in Q1 2026, buying an estimated $7.56K and bringing the position to 17,988 shares worth $461K. The position accounts for 0.95% of the portfolio, ranked #21.

Capital CS Group first reported a position in SPAB in Q4 2023 and has held it in 10 quarters since. The position peaked at $465K in Q3 2025. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Capital CS Group held 17,988 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $461K as of Q1 2026.
  • Capital CS Group bought 293 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $7.56K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.95% of Capital CS Group's portfolio in Q1 2026, its #21 holding.
  • Capital CS Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Capital CS Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $465K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.