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SPAB icon

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

CoreCap 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
Q2 		$471K Buy
18,446
+3,313
+22% +$84.5K 0.01% 557
2026
Q1 		$388K Sell
15,133
-735
-5% -$19K 0.01% 572
2025
Q4 		$409K Sell
15,868
-606
-4% -$15.7K 0.01% 563
2025
Q3 		$426K Sell
16,474
-1,219
-7% -$31.2K 0.02% 561
2025
Q2 		$453K Sell
17,693
-122
-0.7% -$3.08K 0.02% 531
2025
Q1 		$455K Sell
17,815
-2,005
-10% -$50.6K 0.02% 496
2024
Q4 		$495K Sell
19,820
-1,191
-6% -$30.3K 0.02% 485
2024
Q3 		$549K Sell
21,011
-916
-4% -$23.6K 0.03% 448
2024
Q2 		$550K Sell
21,927
-8,819
-29% -$220K 0.06% 209
2024
Q1 		$777K Buy
30,746
+18,288
+147% +$462K 0.04% 332
2023
Q4 		$319K Sell
12,458
-12
-0.1% -$295 0.02% 433
2023
Q3 		$304K Buy
12,470
+80
+0.6% +$1.99K 0.02% 419
2023
Q2 		$314K Buy
+12,390
New +$317K 0.02% 450
2022
Q4 		$2.32M Buy
92,336
+7,544
+9% +$189K 0.17% 107
2022
Q3 		$2.12M Buy
84,792
+44,608
+111% +$1.17M 0.18% 104
2022
Q2 		$1.06M Sell
40,184
-4,463
-10% -$119K 0.08% 199
2022
Q1 		$1.24M Buy
44,647
+19,082
+75% +$545K 0.09% 185
2021
Q4 		$757K Buy
+25,565
New +$760K 0.05% 280

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

CoreCap Advisors's SPAB Position: Q2 2026 in Review

CoreCap Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 22% in Q2 2026, buying an estimated $84.5K and bringing the position to 18,446 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #557.

CoreCap Advisors first reported a position in SPAB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.32M in Q4 2022. 81 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • CoreCap Advisors held 18,446 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $471K as of Q2 2026.
  • CoreCap Advisors bought 3,313 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $84.5K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #557 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.32M in Q4 2022.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.