NECFA
SPAB icon

New England Capital Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

New England Capital Financial 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 		– Sell
-648
Closed -$16.7K – 438
2025
Q4 		$16.7K Buy
648
+9
+1% +$233 0.01% 215
2025
Q3 		$16.5K Buy
639
+6
+0.9% +$154 0.01% 207
2025
Q2 		$16.2K Buy
633
+7
+1% +$177 0.01% 200
2025
Q1 		$16K Buy
626
+4
+0.6% +$101 0.01% 200
2024
Q4 		$15.6K Buy
622
+8
+1% +$203 0.01% 200
2024
Q3 		$16.1K Buy
614
+5
+0.8% +$129 0.01% 199
2024
Q2 		$15.3K Buy
609
+4
+0.7% +$100 0.01% 202
2024
Q1 		$15.3K Buy
605
+4
+0.7% +$101 0.01% 198
2023
Q4 		$15.4K Sell
601
-524
-47% -$12.9K 0.01% 200
2023
Q3 		$27.4K Sell
1,125
-3,780
-77% -$94.2K 0.02% 141
2023
Q2 		$124K Buy
4,905
+5
+0.1% +$128 0.08% 64
2023
Q1 		$126K Sell
4,900
-2,352
-32% -$60.2K 0.09% 61
2022
Q4 		$188K Buy
+7,252
New +$182K 0.13% 53

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

New England Capital Financial Advisors's SPAB Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2026, closing a stake of 648 shares — an estimated $16.7K sold.

New England Capital Financial Advisors first reported a position in SPAB in Q4 2022 and held it in 13 quarters. The position peaked at $188K in Q4 2022. 546 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • New England Capital Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 648 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $16.7K.
  • New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 13 quarters.
  • New England Capital Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $188K in Q4 2022.
  • 546 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.