Lincoln National Corp’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-71,851	Closed	-$1.82M	–	974
2024 Q1	$1.82M	Buy	71,851 +20,299	+39%	+$513K	0.03%	354
2023 Q4	$1.32M	Buy	51,552 +5,452	+12%	+$134K	0.02%	379
2023 Q3	$1.12M	Buy	46,100 +5,444	+13%	+$136K	0.02%	379
2023 Q2	$1.03M	Buy	40,656 +22,492	+124%	+$575K	0.02%	400
2023 Q1	$468K	Buy	18,164 +8,840	+95%	+$226K	0.01%	611
2022 Q4	$234K	Buy	+9,324	New	+$234K	0.01%	815

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lincoln National Corp's SPAB Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 71,851 shares — an estimated $1.82M sold.

Lincoln National Corp first reported a position in SPAB in Q4 2022 and held it in 6 quarters. The position peaked at $1.82M in Q1 2024. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 71,851 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $1.82M.
Lincoln National Corp first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.82M in Q1 2024.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.