Lunt Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lunt Capital Management’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	$5.97M	Sell	234,007 -3,073	-1%	-$78.4K	2.19%	14
2026 Q1	$6.07M	Buy	237,080 +16,564	+8%	+$427K	2.33%	12
2025 Q4	$5.68M	Sell	220,516 -5,439	-2%	-$141K	2.13%	15
2025 Q3	$5.84M	Sell	225,955 -7,057	-3%	-$181K	2.23%	12
2025 Q2	$5.97M	Buy	233,012 +70	+0%	+$1.77K	2.28%	11
2025 Q1	$5.95M	Buy	232,942 +5,085	+2%	+$128K	2.16%	12
2024 Q4	$5.69M	Buy	227,857 +10,065	+5%	+$256K	2.22%	11
2024 Q3	$5.69M	Buy	217,792 +7,085	+3%	+$182K	2.66%	10
2024 Q2	$5.29M	Buy	210,707 +7,854	+4%	+$196K	2.61%	10
2024 Q1	$5.13M	Buy	202,853 +29,162	+17%	+$737K	2.55%	11
2023 Q4	$4.45M	Buy	173,691 +954	+0.6%	+$23.5K	2.31%	10
2023 Q3	$4.2M	Buy	172,737 +2,902	+2%	+$72.3K	2.22%	11
2023 Q2	$4.31M	Buy	+169,835	New	+$4.34M	2.33%	11

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

Lunt Capital Management's SPAB Position: Q2 2026 in Review

Lunt Capital Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.3% in Q2 2026, selling an estimated $78.4K and leaving 234,007 shares worth $5.97M. The position accounts for 2.19% of the portfolio, ranked #14.

Lunt Capital Management first reported a position in SPAB in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.07M in Q1 2026. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Lunt Capital Management held 234,007 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $5.97M as of Q2 2026.
Lunt Capital Management sold 3,073 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $78.4K.
State Street SPDR Portfolio Aggregate Bond ETF made up 2.19% of Lunt Capital Management's portfolio in Q2 2026, its #14 holding.
Lunt Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.07M in Q1 2026.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.