Midwest Capital Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Midwest Capital 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 Q2	–	Sell	-5	Closed	-$135	–	220
2026 Q1	$135	Sell	5 -99	-95%	-$2.55K	﹤0.01%	194
2025 Q4	$2.69K	Buy	104 +1	+1%	+$26	﹤0.01%	174
2025 Q3	$2.67K	Sell	103 -975	-90%	-$25K	﹤0.01%	185
2025 Q2	$27.6K	Sell	1,078 -30,791	-97%	-$778K	0.01%	102
2025 Q1	$814K	Buy	31,869 +3,566	+13%	+$90K	0.5%	26
2024 Q4	$707K	Buy	+28,303	New	+$720K	0.52%	31

Other funds holding SPAB

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Midwest Capital Advisors's SPAB Position: Q2 2026 in Review

Midwest Capital Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2026, closing a stake of 5 shares — an estimated $135 sold.

Midwest Capital Advisors first reported a position in SPAB in Q4 2024 and held it in 6 quarters. The position peaked at $814K in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Midwest Capital Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Midwest Capital Advisors sold 5 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $135.
Midwest Capital Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
Midwest Capital Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $814K in Q1 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.