Midwest Financial Network
SPAB icon

Midwest Financial Network’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Midwest Financial Network’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 		$409K Buy
16,793
+3,705
+28% +$92.8K 0.28% 84
2026
Q2 		$334K Buy
13,088
+2,569
+24% +$65.5K 0.23% 86
2026
Q1 		$269K Sell
10,519
-8,119
-44% -$209K 0.21% 74
2025
Q4 		$480K Buy
+18,638
New +$482K 0.37% 56

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Midwest Financial Network's SPAB Position: Q3 2026 in Review

Midwest Financial Network increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 28% in Q3 2026, buying an estimated $92.8K and bringing the position to 16,793 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #84.

Midwest Financial Network first reported a position in SPAB in Q4 2025 and has held it in 4 quarters since. The position peaked at $480K in Q4 2025. 171 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • Midwest Financial Network held 16,793 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $409K as of Q3 2026.
  • Midwest Financial Network bought 3,705 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $92.8K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.28% of Midwest Financial Network's portfolio in Q3 2026, its #84 holding.
  • Midwest Financial Network first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Network's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $480K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.