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

Cornerstone 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 		$14.2M Buy
557,829
+104,663
+23% +$2.67M 0.61% 35
2026
Q1 		$11.6M Buy
453,166
+69,688
+18% +$1.8M 0.58% 40
2025
Q4 		$9.87M Buy
383,478
+54,021
+16% +$1.4M 0.51% 44
2025
Q3 		$8.52M Buy
329,457
+26,733
+9% +$684K 0.47% 49
2025
Q2 		$7.75M Buy
302,724
+30,678
+11% +$776K 0.47% 51
2025
Q1 		$6.95M Buy
272,046
+19,347
+8% +$488K 0.47% 52
2024
Q4 		$6.31M Buy
252,699
+226,893
+879% +$5.77M 0.43% 57
2024
Q3 		$675K Buy
25,806
+735
+3% +$18.9K 0.05% 289
2024
Q2 		$629K Sell
25,071
-410
-2% -$10.2K 0.05% 282
2024
Q1 		$644K Buy
25,481
+92
+0.4% +$2.33K 0.05% 280
2023
Q4 		$651K Sell
25,389
-30,226
-54% -$744K 0.06% 266
2023
Q3 		$1.35M Sell
55,615
-59,462
-52% -$1.48M 0.13% 151
2023
Q2 		$2.92M Sell
115,077
-5,492
-5% -$140K 0.26% 92
2023
Q1 		$3.11M Buy
+120,569
New +$3.08M 0.31% 74
2022
Q3 		$5.16M Buy
206,726
+34,249
+20% +$898K 0.57% 39
2022
Q2 		$4.54M Sell
172,477
-1,472
-0.8% -$39.2K 0.5% 45
2022
Q1 		$4.83M Buy
173,949
+12,089
+7% +$345K 0.47% 46
2021
Q4 		$4.79M Buy
161,860
+16,656
+11% +$495K 0.46% 45
2021
Q3 		$4.33M Buy
145,204
+16,029
+12% +$483K 0.46% 46
2021
Q2 		$3.88M Buy
129,175
+14,231
+12% +$425K 0.41% 54
2021
Q1 		$3.41M Buy
114,944
+16,015
+16% +$483K 0.4% 53
2020
Q4 		$3.05M Buy
98,929
+20,903
+27% +$642K 0.38% 53
2020
Q3 		$2.4M Buy
78,026
+14,298
+22% +$443K 0.36% 55
2020
Q2 		$1.97M Buy
63,728
+10,449
+20% +$319K 0.32% 62
2020
Q1 		$1.61M Buy
53,279
+45,908
+623% +$1.36M 0.31% 67
2019
Q4 		$217K Buy
+7,371
New +$217K 0.04% 321

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

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 23% in Q2 2026, buying an estimated $2.67M and bringing the position to 557,829 shares worth $14.2M. The position accounts for 0.61% of the portfolio, ranked #35.

Cornerstone Wealth Management first reported a position in SPAB in Q4 2019 and has held it in 26 quarters since. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Cornerstone Wealth Management held 557,829 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $14.2M as of Q2 2026.
  • Cornerstone Wealth Management bought 104,663 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $2.67M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.61% of Cornerstone Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.