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 Q2	$712K	Sell	27,884 -1,672	-6%	-$42.7K	0.23%	109
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 $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

Lynx Investment Advisory's SPAB Position: Q2 2026 in Review

Lynx Investment Advisory reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 5.7% in Q2 2026, selling an estimated $42.7K and leaving 27,884 shares worth $712K. The position accounts for 0.23% of the portfolio, ranked #109.

Lynx Investment Advisory first reported a position in SPAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2024. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Lynx Investment Advisory held 27,884 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $712K as of Q2 2026.
Lynx Investment Advisory sold 1,672 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $42.7K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.23% of Lynx Investment Advisory's portfolio in Q2 2026, its #109 holding.
Lynx Investment Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.3M in Q3 2024.
539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.