CPA
SPAB icon

Capital Planning Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Capital Planning Advisors’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 		$365K Hold
14,232
– – 0.05% 116
2025
Q4 		$366K Hold
14,232
– – 0.05% 125
2025
Q3 		$368K Hold
14,232
– – 0.05% 120
2025
Q2 		$364K Sell
14,232
-796
-5% -$20.1K 0.05% 111
2025
Q1 		$384K Buy
15,028
+5,385
+56% +$136K 0.06% 110
2024
Q4 		$241K Hold
9,643
– – 0.04% 128
2024
Q3 		$252K Hold
9,643
– – 0.04% 127
2024
Q2 		$242K Sell
9,643
-2,442
-20% -$60.9K 0.04% 127
2024
Q1 		$306K Buy
+12,085
New +$306K 0.05% 117

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

Capital Planning Advisors's SPAB Position: Q1 2026 in Review

Capital Planning Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 14,232 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #116.

Capital Planning Advisors first reported a position in SPAB in Q1 2024 and has held it in 9 quarters since. The position peaked at $384K in Q1 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Capital Planning Advisors held 14,232 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $365K as of Q1 2026.
  • Capital Planning Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.05% of Capital Planning Advisors's portfolio in Q1 2026, its #116 holding.
  • Capital Planning Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Capital Planning Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $384K in Q1 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.