Barden Capital Management
SPAB icon

Barden Capital Management’s State Street SPDR Portfolio Aggregate Bond Index ETF SPAB Stock Holding History

Barden Capital 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
Q3 		$5.27M Buy
216,403
+9,931
+5% +$249K 4.79% 4
2026
Q2 		$5.27M Buy
206,472
+10,596
+5% +$270K 4.86% 4
2026
Q1 		$5.02M Buy
195,876
+8,385
+4% +$216K 4.29% 5
2025
Q4 		$4.83M Buy
187,491
+20,274
+12% +$525K 3.96% 5
2025
Q3 		$4.32M Sell
167,217
-1,232
-0.7% -$31.5K 3.59% 6
2025
Q2 		$4.31M Sell
168,449
-4,806
-3% -$121K 3.78% 6
2025
Q1 		$4.42M Buy
173,255
+3,276
+2% +$82.6K 3.94% 5
2024
Q4 		$4.25M Buy
169,979
+8,067
+5% +$205K 3.64% 5
2024
Q3 		$4.23M Buy
161,912
+16,226
+11% +$418K 3.72% 5
2024
Q2 		$3.66M Buy
145,686
+5,114
+4% +$127K 3.45% 6
2024
Q1 		$3.55M Sell
140,572
-31,280
-18% -$791K 3.44% 6
2023
Q4 		$4.18M Hold
171,852
– – 3.41% 6
2023
Q3 		$4.18M Buy
171,852
+51,891
+43% +$1.29M 4.07% 4
2023
Q2 		$3.04M Sell
119,961
-46,485
-28% -$1.19M 3.35% 5
2023
Q1 		$4.29M Sell
166,446
-1,981
-1% -$50.7K 4.1% 4
2022
Q4 		$4.23M Buy
+168,427
New +$4.22M 4.34% 4

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Barden Capital Management's SPAB Position: Q3 2026 in Review

Barden Capital Management increased its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 4.8% in Q3 2026, buying an estimated $249K and bringing the position to 216,403 shares worth $5.27M. The position accounts for 4.79% of the portfolio, ranked #4.

Barden Capital Management first reported a position in SPAB in Q4 2022 and has held it in 16 quarters since. 326 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Barden Capital Management held 216,403 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $5.27M as of Q3 2026.
  • Barden Capital Management bought 9,931 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $249K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 4.79% of Barden Capital Management's portfolio in Q3 2026, its #4 holding.
  • Barden Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 326 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on Barden Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.