CIM
SPAB icon

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

Capital Investment 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 		$17.2M Buy
673,977
+1,480
+0.2% +$37.8K 5.27% 4
2026
Q1 		$17.2M Buy
672,497
+70,511
+12% +$1.82M 5.92% 4
2025
Q4 		$15.5M Buy
+601,986
New +$15.6M 5.42% 5

Other funds holding SPAB

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Reston Wealth Management Reston, Virginia $371M AUM 23.47% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Capital Investment Management's SPAB Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.22% in Q2 2026, buying an estimated $37.8K and bringing the position to 673,977 shares worth $17.2M. The position accounts for 5.27% of the portfolio, ranked #4.

Capital Investment Management first reported a position in SPAB in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.2M in Q1 2026. 153 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Capital Investment Management held 673,977 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $17.2M as of Q2 2026.
  • Capital Investment Management bought 1,480 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $37.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 5.27% of Capital Investment Management's portfolio in Q2 2026, its #4 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $17.2M in Q1 2026.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.