U.S. Capital Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

U.S. Capital Wealth 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	$299K	Hold	11,677	–	–	0.01%	824
2025 Q4	$301K	Hold	11,677	–	–	0.01%	804
2025 Q3	$302K	Hold	11,677	–	–	0.01%	766
2025 Q2	$299K	Hold	11,677	–	–	0.01%	713
2025 Q1	$298K	Hold	11,677	–	–	0.01%	701
2024 Q4	$292K	Hold	11,677	–	–	0.01%	697
2024 Q3	$305K	Hold	11,677	–	–	0.01%	583
2024 Q2	$293K	Hold	11,677	–	–	0.01%	576
2024 Q1	$295K	Hold	11,677	–	–	0.01%	572
2023 Q4	$299K	Hold	11,677	–	–	0.01%	554
2023 Q3	$284K	Hold	11,677	–	–	0.01%	529
2023 Q2	$296K	Sell	11,677 -7,568	-39%	-$194K	0.01%	534
2023 Q1	$496K	Sell	19,245 -37,840	-66%	-$968K	0.02%	431
2022 Q4	$1.43M	Hold	57,085	–	–	0.07%	267
2022 Q3	$1.42M	Hold	57,085	–	–	0.07%	261
2022 Q2	$1.5M	Hold	57,085	–	–	0.07%	271
2022 Q1	$1.59M	Buy	57,085 +325	+0.6%	+$9.29K	0.06%	318
2021 Q4	$1.68M	Sell	56,760 -7,923	-12%	-$236K	0.07%	293
2021 Q3	$1.93M	Buy	+64,683	New	+$1.95M	0.08%	254

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPAB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 11,677 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #824.

U.S. Capital Wealth Advisors first reported a position in SPAB in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2021. 549 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

U.S. Capital Wealth Advisors held 11,677 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $299K as of Q1 2026.
U.S. Capital Wealth Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #824 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.93M in Q3 2021.
549 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.