CX Institutional’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

CX Institutional’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	$41K	Buy	1,598 +1,573	+6,292%	+$40.1K	﹤0.01%	1013
2026 Q1	$1K	Hold	25	–	–	﹤0.01%	1531
2025 Q4	$1K	Hold	25	–	–	﹤0.01%	1493
2025 Q3	$1K	Buy	+25	New	+$640	﹤0.01%	1364
2023 Q1	–	Sell	-25,766	Closed	-$648K	–	579
2022 Q4	$648K	Sell	25,766 -50,360	-66%	-$1.26M	0.04%	336
2022 Q3	$1.9M	Sell	76,126 -85,593	-53%	-$2.24M	0.13%	193
2022 Q2	$4.26M	Buy	+161,719	New	+$4.31M	0.32%	73

Other funds holding SPAB

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM