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

Mill 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
Q1 		$2.08M Buy
81,113
+22,129
+38% +$571K 0.16% 60
2025
Q4 		$1.52M Buy
58,984
+14,912
+34% +$386K 0.11% 68
2025
Q3 		$1.14M Buy
44,072
+18,665
+73% +$478K 0.08% 75
2025
Q2 		$650K Buy
+25,407
New +$642K 0.05% 86

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B 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 $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mill Capital Management's SPAB Position: Q1 2026 in Review

Mill Capital Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 38% in Q1 2026, buying an estimated $571K and bringing the position to 81,113 shares worth $2.08M. The position accounts for 0.16% of the portfolio, ranked #60.

Mill Capital Management first reported a position in SPAB in Q2 2025 and has held it in 4 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Mill Capital Management held 81,113 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.08M as of Q1 2026.
  • Mill Capital Management bought 22,129 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $571K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.16% of Mill Capital Management's portfolio in Q1 2026, its #60 holding.
  • Mill Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.