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 Q3	$39K	Hold	1,598	–	–	﹤0.01%	1072
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCM

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

CX Institutional's SPAB Position: Q3 2026 in Review

CX Institutional held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2026 at 1,598 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

CX Institutional first reported a position in SPAB in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.26M in Q2 2022. 47 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

CX Institutional held 1,598 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $39K as of Q3 2026.
CX Institutional left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1072 holding.
CX Institutional first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.26M in Q2 2022.
47 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.