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 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
2018 Q4	–	Sell	-24,111	Closed	-$419K	–	1027
2018 Q3	$419K	Sell	24,111 -752	-3%	-$20.9K	0.01%	965
2018 Q2	$894K	Buy	+24,863	New	+$692K	0.01%	811

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 18% in Q1 2026, buying an estimated $1.8M and bringing the position to 453,166 shares worth $11.6M. The position accounts for 0.58% of the portfolio, ranked #40.

Cornerstone Wealth Management first reported a position in SPAB in Q2 2018 and has held it in 27 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Cornerstone Wealth Management held 453,166 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $11.6M as of Q1 2026.
Cornerstone Wealth Management bought 69,688 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.8M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.58% of Cornerstone Wealth Management's portfolio in Q1 2026, its #40 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and has held it in 27 quarters since.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.