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Advocacy Wealth Management Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Advocacy Wealth Management Services’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
Q1 		– Sell
-15,244
Closed -$391K – 58
2023
Q4 		$391K Hold
15,244
– – 0.04% 48
2023
Q3 		$371K Hold
15,244
– – 0.04% 34
2023
Q2 		$387K Hold
15,244
– – 0.04% 33
2023
Q1 		$393K Buy
15,244
+1,629
+12% +$41.7K 0.05% 34
2022
Q4 		$342K Buy
13,615
+330
+2% +$8.27K 0.05% 36
2022
Q3 		$333K Sell
13,285
-31,530
-70% -$826K 0.05% 32
2022
Q2 		$1.18M Buy
44,815
+40,388
+912% +$1.08M 0.19% 25
2022
Q1 		$123K Hold
4,427
– – 0.02% 33
2021
Q4 		$131K Hold
4,427
– – 0.02% 37
2021
Q3 		$132K Hold
4,427
– – 0.02% 38
2021
Q2 		$133K Buy
4,427
+1,557
+54% +$46.4K 0.02% 40
2021
Q1 		$85K Hold
2,870
– – 0.02% 51
2020
Q4 		$88K Hold
2,870
– – 0.01% 51
2020
Q3 		$88K Hold
2,870
– – 0.01% 52
2020
Q2 		$89K Sell
2,870
-336
-10% -$10.3K 0.02% 47
2020
Q1 		$97K Buy
+3,206
New +$95.3K 0.02% 33
2013
Q3 		– Sell
-10,140
Closed -$288K – 307
2013
Q2 		$288K Buy
+10,140
New +$294K 1.15% 24

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advocacy Wealth Management Services's SPAB Position: Q1 2024 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 15,244 shares — an estimated $391K sold.

Advocacy Wealth Management Services first reported a position in SPAB in Q2 2013 and held it in 17 quarters. The position peaked at $1.18M in Q2 2022. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 15,244 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $391K.
  • Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2013 and held it in 17 quarters.
  • Advocacy Wealth Management Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.18M in Q2 2022.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2024, filed 15 Apr 2024.