American Portfolios Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

American Portfolios Advisors’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	$259K	Sell	10,385 -78	-0.7%	-$2.04K	0.01%	918
2022 Q2	$276K	Sell	10,463 -432	-4%	-$11.5K	0.01%	906
2022 Q1	$303K	Sell	10,895 -1,274	-10%	-$36.4K	0.01%	968
2021 Q4	$360K	Sell	12,169 -791	-6%	-$23.5K	0.01%	887
2021 Q3	$387K	Buy	12,960 +294	+2%	+$8.86K	0.01%	824
2021 Q2	$380K	Sell	12,666 -21	-0.2%	-$626	0.01%	841
2021 Q1	$376K	Sell	12,687 -167	-1%	-$5.04K	0.02%	772
2020 Q4	$396K	Sell	12,854 -6,407	-33%	-$197K	0.02%	634
2020 Q3	$593K	Buy	19,261 +58	+0.3%	+$1.79K	0.03%	431
2020 Q2	$593K	Buy	19,203 +1,616	+9%	+$49.4K	0.04%	393
2020 Q1	$531K	Sell	17,587 -4,277	-20%	-$127K	0.04%	353
2019 Q4	$642K	Buy	21,864 +16,929	+343%	+$499K	0.05%	359
2019 Q3	$146K	Buy	+4,935	New	+$145K	0.01%	822
2019 Q2	–	Sell	-4,766	Closed	-$136K	–	2789
2019 Q1	$136K	Buy	4,766 +4,396	+1,188%	+$123K	0.01%	760
2018 Q4	$10.3K	Hold	370	–	–	﹤0.01%	1609
2018 Q3	$10.3K	Hold	370	–	–	﹤0.01%	1750
2018 Q2	$10.3K	Hold	370	–	–	﹤0.01%	1711
2018 Q1	$10.4K	Hold	370	–	–	﹤0.01%	1621
2017 Q4	$10.6K	Buy	+370	New	+$10.7K	﹤0.01%	1545

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SMM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

American Portfolios Advisors's SPAB Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.75% in Q3 2022, selling an estimated $2.04K and leaving 10,385 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #918.

American Portfolios Advisors first reported a position in SPAB in Q4 2017 and has held it in 19 quarters since. The position peaked at $642K in Q4 2019. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

American Portfolios Advisors held 10,385 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $259K as of Q3 2022.
American Portfolios Advisors sold 78 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $2.04K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #918 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 19 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $642K in Q4 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.