Lynx Investment Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lynx Investment Advisory’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 Q1	$757K	Buy	29,556 +4,041	+16%	+$104K	0.36%	61
2025 Q4	$657K	Sell	25,515 -8,021	-24%	-$208K	0.36%	64
2025 Q3	$867K	Sell	33,536 -4,776	-12%	-$122K	0.52%	50
2025 Q2	$981K	Buy	38,312 +911	+2%	+$23K	0.64%	41
2025 Q1	$955K	Buy	37,401 +174	+0.5%	+$4.39K	0.64%	39
2024 Q4	$930K	Sell	37,227 -12,484	-25%	-$317K	0.63%	38
2024 Q3	$1.3M	Buy	49,711 +11,784	+31%	+$304K	0.94%	24
2024 Q2	$952K	Buy	+37,927	New	+$945K	0.7%	30

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return