AGF Investments LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

AGF Investments LLC’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
2022 Q3	$8K	Hold	338	–	–	﹤0.01%	269
2022 Q2	$9K	Hold	338	–	–	﹤0.01%	356
2022 Q1	$9K	Buy	338 +4	+1%	+$114	﹤0.01%	404
2021 Q4	$10K	Buy	334 +37	+12%	+$1.1K	﹤0.01%	404
2021 Q3	$9K	Hold	297	–	–	﹤0.01%	396
2021 Q2	$9K	Hold	297	–	–	﹤0.01%	401
2021 Q1	$9K	Buy	297 +36	+14%	+$1.09K	﹤0.01%	389
2020 Q4	$8K	Hold	261	–	–	﹤0.01%	477
2020 Q3	$8K	Buy	261 +19	+8%	+$588	﹤0.01%	474
2020 Q2	$7K	Sell	242 -27	-10%	-$825	﹤0.01%	506
2020 Q1	$8K	Hold	269	–	–	﹤0.01%	492
2019 Q4	$8K	Buy	+269	New	+$7.93K	﹤0.01%	511

Other funds holding SPAB

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

AGF Investments LLC's SPAB Position: Q3 2022 in Review

AGF Investments LLC held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2022 at 338 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

AGF Investments LLC first reported a position in SPAB in Q4 2019 and has held it in 12 quarters since. The position peaked at $10K in Q4 2021. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

AGF Investments LLC held 338 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $8K as of Q3 2022.
AGF Investments LLC left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #269 holding.
AGF Investments LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 12 quarters since.
AGF Investments LLC's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10K in Q4 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.