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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
Q2 		$766 Hold
30
– – ﹤0.01% 519
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 $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Copia Wealth Management's SPAB Position: Q2 2026 in Review

Copia Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 30 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Copia Wealth Management first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $901 in Q4 2025. 541 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Copia Wealth Management held 30 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $766 as of Q2 2026.
  • Copia Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Copia Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Copia Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $901 in Q4 2025.
  • 541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.