Cyr Financial’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cyr Financial’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	$14.6M	Buy	599,038 +47,308	+9%	+$1.18M	7.09%	4
2026 Q2	$14.1M	Buy	551,730 +41,335	+8%	+$1.05M	7.33%	4
2026 Q1	$13.1M	Buy	510,395 +39,167	+8%	+$1.01M	7.7%	5
2025 Q4	$12.1M	Buy	471,228 +89,755	+24%	+$2.32M	7.57%	5
2025 Q3	$9.9M	Buy	381,473 +33,323	+10%	+$853K	6.74%	5
2025 Q2	$8.91M	Buy	348,150 +31,623	+10%	+$799K	6.88%	4
2025 Q1	$8.08M	Buy	316,527 +10,292	+3%	+$260K	7.22%	4
2024 Q4	$7.65M	Buy	306,235 +36,380	+13%	+$925K	6.98%	4
2024 Q3	$7.05M	Buy	+269,855	New	+$6.95M	6.59%	6

Other funds holding SPAB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

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

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Cyr Financial's SPAB Position: Q3 2026 in Review

Cyr Financial increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 8.6% in Q3 2026, buying an estimated $1.18M and bringing the position to 599,038 shares worth $14.6M. The position accounts for 7.09% of the portfolio, ranked #4.

Cyr Financial first reported a position in SPAB in Q3 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Cyr Financial held 599,038 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $14.6M as of Q3 2026.
Cyr Financial bought 47,308 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $1.18M.
State Street SPDR Portfolio Aggregate Bond ETF made up 7.09% of Cyr Financial's portfolio in Q3 2026, its #4 holding.
Cyr Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and has held it in 9 quarters since.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.