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Alpha Financial Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Alpha Financial Partners’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
Q4 		– Sell
-7,786
Closed -$204K – 147
2024
Q3 		$204K Buy
+7,786
New +$201K 0.15% 106

Other funds holding SPAB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Alpha Financial Partners's SPAB Position: Q4 2024 in Review

Alpha Financial Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 7,786 shares — an estimated $204K sold.

Alpha Financial Partners first reported a position in SPAB in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

  • Alpha Financial Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 7,786 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $204K.
  • Alpha Financial Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $204K in Q3 2024.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.