MFS
SPAB icon

Mattson Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Mattson Financial Services’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 		$711K Buy
27,763
+2,039
+8% +$52.6K 0.17% 135
2025
Q4 		$662K Sell
25,724
-5,366
-17% -$139K 0.15% 139
2025
Q3 		$804K Buy
31,090
+872
+3% +$22.3K 0.19% 128
2025
Q2 		$774K Buy
30,218
+2,337
+8% +$59.1K 0.21% 122
2025
Q1 		$712K Buy
27,881
+2,912
+12% +$73.5K 0.21% 122
2024
Q4 		$653K Sell
24,969
-967
-4% -$24.6K 0.21% 122
2024
Q3 		$651K Hold
25,936
– – 0.23% 118
2024
Q2 		$651K Buy
+25,936
New +$646K 0.23% 118

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return