BCM
SPAB icon

Barden Capital Management’s State Street SPDR Portfolio Aggregate Bond 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
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

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Barden Capital Management's SPAB Position: Q2 2026 in Review

Barden Capital Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.4% in Q2 2026, buying an estimated $270K and bringing the position to 206,472 shares worth $5.27M. The position accounts for 4.86% of the portfolio, ranked #4.

Barden Capital Management first reported a position in SPAB in Q4 2022 and has held it in 15 quarters since. 320 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Barden Capital Management held 206,472 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.27M as of Q2 2026.
  • Barden Capital Management bought 10,596 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $270K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 4.86% of Barden Capital Management's portfolio in Q2 2026, its #4 holding.
  • Barden Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 320 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.