AWM
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Accel Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Accel Wealth 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
2023
Q2 		– Sell
-1,338
Closed -$34.5K – 754
2023
Q1 		$34.5K Hold
1,338
– – 0.01% 568
2022
Q4 		$33.6K Hold
1,338
– – 0.02% 432
2022
Q3 		$34K Hold
1,338
– – 0.02% 443
2022
Q2 		$35K Hold
1,338
– – 0.02% 421
2022
Q1 		$37K Hold
1,338
– – 0.02% 429
2021
Q4 		$40K Hold
1,338
– – 0.02% 419
2021
Q3 		$40K Hold
1,338
– – 0.03% 363
2021
Q2 		$40K Hold
1,338
– – 0.03% 384
2021
Q1 		$40K Hold
1,338
– – 0.03% 354
2020
Q4 		$41K Buy
+1,338
New +$41.1K 0.04% 331

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $82.7B AUM 28.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Accel Wealth Management's SPAB Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 1,338 shares — an estimated $34.5K sold.

Accel Wealth Management first reported a position in SPAB in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q4 2020. 415 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

  • Accel Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,338 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $34.5K.
  • Accel Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $41K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.