MCA
SPAB icon

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
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 $376B 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 $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return