CWM
SPAB icon

Copia Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Copia Wealth 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
Q1 		$769 Sell
30
-5
-14% -$129 ﹤0.01% 481
2025
Q4 		$901 Buy
35
+5
+17% +$129 ﹤0.01% 476
2025
Q3 		$776 Hold
30
– – ﹤0.01% 440
2025
Q2 		$768 Buy
30
+4
+15% +$101 ﹤0.01% 429
2025
Q1 		$664 Buy
+26
New +$656 ﹤0.01% 415

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

Copia Wealth Management's SPAB Position: Q1 2026 in Review

Copia Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 14% in Q1 2026, selling an estimated $129 and leaving 30 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Copia Wealth Management first reported a position in SPAB in Q1 2025 and has held it in 5 quarters since. The position peaked at $901 in Q4 2025. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Copia Wealth Management held 30 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $769 as of Q1 2026.
  • Copia Wealth Management sold 5 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $129.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #481 holding.
  • Copia Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $901 in Q4 2025.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.