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

CWC 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 Q1	$4.84M	Buy	+189,057	New	+$4.88M	2.31%	13

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

CWC Advisors's SPAB Position: Q1 2026 in Review

CWC Advisors opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026: 189,057 shares worth $4.84M. The stake represents 2.31% of the portfolio and ranks #13 among its holdings.

543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

CWC Advisors held 189,057 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $4.84M as of Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF was a new CWC Advisors position in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 2.31% of CWC Advisors's portfolio in Q1 2026, its #13 holding.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.