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

MSH 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	$870K	Sell	34,078 -137	-0.4%	-$3.5K	0.15%	137
2026 Q1	$877K	Buy	34,215 +243	+0.7%	+$6.27K	0.19%	121
2025 Q4	$875K	Sell	33,972 -432	-1%	-$11.2K	0.19%	127
2025 Q3	$889K	Sell	34,404 -3,037	-8%	-$77.7K	0.24%	110
2025 Q2	$958K	Sell	37,441 -2,368	-6%	-$59.9K	0.28%	104
2025 Q1	$1.02M	Sell	39,809 -2,534	-6%	-$63.9K	0.31%	86
2024 Q4	$1.06M	Buy	42,343 +193	+0.5%	+$4.91K	0.33%	81
2024 Q3	$1.1M	Buy	42,150 +16,312	+63%	+$420K	0.34%	83
2024 Q2	$648K	Buy	+25,838	New	+$644K	0.22%	112

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

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

MSH Capital Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.4% in Q2 2026, selling an estimated $3.5K and leaving 34,078 shares worth $870K. The position accounts for 0.15% of the portfolio, ranked #137.

MSH Capital Advisors first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

MSH Capital Advisors held 34,078 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $870K as of Q2 2026.
MSH Capital Advisors sold 137 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $3.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.15% of MSH Capital Advisors's portfolio in Q2 2026, its #137 holding.
MSH Capital Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
MSH Capital Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.1M in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.