Capital Investment Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Capital Investment Advisory Services’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	$71.9K	Hold	2,807	–	–	0.01%	789
2025 Q4	$72.3K	Hold	2,807	–	–	0.01%	758
2025 Q3	$72.6K	Hold	2,807	–	–	0.01%	720
2025 Q2	$71.9K	Hold	2,807	–	–	0.01%	695
2025 Q1	$71.7K	Hold	2,807	–	–	0.01%	659
2024 Q4	$70.1K	Sell	2,807 -182	-6%	-$4.63K	0.01%	612
2024 Q3	$78.1K	Hold	2,989	–	–	0.01%	622
2024 Q2	$75K	Hold	2,989	–	–	0.01%	605
2024 Q1	$75.6K	Hold	2,989	–	–	0.01%	604
2023 Q4	$76.6K	Hold	2,989	–	–	0.01%	620
2023 Q3	$72.8K	Hold	2,989	–	–	0.01%	588
2023 Q2	$75.8K	Sell	2,989 -758	-20%	-$19.4K	0.01%	568
2023 Q1	$96.6K	Hold	3,747	–	–	0.01%	535
2022 Q4	$94.2K	Hold	3,747	–	–	0.01%	551
2022 Q3	$93K	Hold	3,747	–	–	0.01%	515
2022 Q2	$99K	Sell	3,747 -729	-16%	-$19.4K	0.01%	524
2022 Q1	$124K	Hold	4,476	–	–	0.01%	548
2021 Q4	$133K	Hold	4,476	–	–	0.02%	523
2021 Q3	$134K	Hold	4,476	–	–	0.02%	488
2021 Q2	$134K	Hold	4,476	–	–	0.02%	503
2021 Q1	$133K	Hold	4,476	–	–	0.02%	458
2020 Q4	$138K	Hold	4,476	–	–	0.02%	445
2020 Q3	$138K	Sell	4,476 -6,830	-60%	-$211K	0.03%	388
2020 Q2	$349K	Sell	11,306 -7,077	-38%	-$216K	0.07%	231
2020 Q1	$556K	Buy	18,383 +17,942	+4,068%	+$533K	0.14%	148
2019 Q4	$13K	Hold	441	–	–	﹤0.01%	465
2019 Q3	$13K	Hold	441	–	–	﹤0.01%	923
2019 Q2	$13K	Sell	441 -6	-1%	-$172	﹤0.01%	900
2019 Q1	$13K	Sell	447 -48	-10%	-$1.35K	﹤0.01%	789
2018 Q4	$14K	Buy	+495	New	+$13.6K	0.01%	730

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Capital Investment Advisory Services's SPAB Position: Q1 2026 in Review

Capital Investment Advisory Services held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 2,807 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #789.

Capital Investment Advisory Services first reported a position in SPAB in Q4 2018 and has held it in 30 quarters since. The position peaked at $556K in Q1 2020. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Capital Investment Advisory Services held 2,807 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $71.9K as of Q1 2026.
Capital Investment Advisory Services left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #789 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $556K in Q1 2020.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.