MSH Capital Advisors
SPAB icon

MSH Capital Advisors’s State Street SPDR Portfolio Aggregate Bond Index 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
Q3 		$811K Sell
33,283
-795
-2% -$19.9K 0.13% 157
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MSH Capital Advisors's SPAB Position: Q3 2026 in Review

MSH Capital Advisors reduced its State Street SPDR Portfolio Aggregate Bond Index ETF (SPAB) stake by 2.3% in Q3 2026, selling an estimated $19.9K and leaving 33,283 shares worth $811K. The position accounts for 0.13% of the portfolio, ranked #157.

MSH Capital Advisors first reported a position in SPAB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q3 2024. 413 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

  • MSH Capital Advisors held 33,283 shares of State Street SPDR Portfolio Aggregate Bond Index ETF worth $811K as of Q3 2026.
  • MSH Capital Advisors sold 795 State Street SPDR Portfolio Aggregate Bond Index ETF shares in Q3 2026, an estimated $19.9K.
  • State Street SPDR Portfolio Aggregate Bond Index ETF made up 0.13% of MSH Capital Advisors's portfolio in Q3 2026, its #157 holding.
  • MSH Capital Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q2 2024 and has held it in 10 quarters since.
  • MSH Capital Advisors's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $1.1M in Q3 2024.
  • 413 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q3 2026.

Based on MSH Capital Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.