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

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

CX Institutional's SPAB Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6,292% in Q2 2026, buying an estimated $40.1K and bringing the position to 1,598 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

CX Institutional first reported a position in SPAB in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.26M in Q2 2022. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

CX Institutional held 1,598 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $41K as of Q2 2026.
CX Institutional bought 1,573 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $40.1K.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1013 holding.
CX Institutional first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.26M in Q2 2022.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.