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AJ Wealth Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-11,821
Closed -$295K – 329
2022
Q3 		$295K Buy
+11,821
New +$310K 0.02% 240

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AJ Wealth Strategies's SPAB Position: Q4 2022 in Review

AJ Wealth Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 11,821 shares — an estimated $295K sold.

AJ Wealth Strategies first reported a position in SPAB in Q3 2022 and held it in 1 quarter. The position peaked at $295K in Q3 2022. 421 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • AJ Wealth Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 11,821 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $295K.
  • AJ Wealth Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $295K in Q3 2022.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.