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SPAB icon

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
Q3 		$3.75M Sell
154,068
-40,002
-21% -$1M 1.75% 16
2026
Q2 		$4.95M Buy
194,070
+5,013
+3% +$128K 2.2% 11
2026
Q1 		$4.84M Buy
+189,057
New +$4.88M 2.31% 13

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
KCAM
Kagan Cocozza Asset Management Mickleton, New Jersey $162M AUM 9.64% 1-Year Est. Return

CWC Advisors's SPAB Position: Q3 2026 in Review

CWC Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 21% in Q3 2026, selling an estimated $1M and leaving 154,068 shares worth $3.75M. The position accounts for 1.75% of the portfolio, ranked #16.

CWC Advisors first reported a position in SPAB in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.95M in Q2 2026. 119 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • CWC Advisors held 154,068 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.75M as of Q3 2026.
  • CWC Advisors sold 40,002 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $1M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 1.75% of CWC Advisors's portfolio in Q3 2026, its #16 holding.
  • CWC Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • CWC Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.95M in Q2 2026.
  • 119 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.