CWM
SPAB icon

CIBC World Markets’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

CIBC World Markets’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
Q4 		$7.14M Buy
+277,114
New +$7.17M 0.03% 326
2025
Q2 		$6.71M Buy
262,018
+2,090
+0.8% +$52.8K 0.04% 316
2025
Q1 		$6.64M Sell
259,928
-1,467
-0.6% -$37K 0.05% 244
2024
Q4 		$6.53M Buy
261,395
+12,470
+5% +$317K 0.04% 309
2024
Q3 		$6.51M Sell
248,925
-44,112
-15% -$1.14M 0.05% 273
2024
Q2 		$7.35M Buy
293,037
+6,335
+2% +$158K 0.05% 249
2024
Q1 		$7.25M Buy
+286,702
New +$7.25M 0.05% 252

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return