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Andrew C. Karlinski’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Andrew C. Karlinski’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
-108
Closed -$3K – 192
2022
Q3 		$3K Hold
108
– – ﹤0.01% 212
2022
Q2 		$3K Buy
108
+42
+64% +$1.12K ﹤0.01% 244
2022
Q1 		$2K Hold
66
– – ﹤0.01% 261
2021
Q4 		$2K Buy
+66
New +$1.96K ﹤0.01% 178

Other funds holding SPAB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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 $980M AUM 9.86% 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

Andrew C. Karlinski's SPAB Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 108 shares — an estimated $3K sold.

Andrew C. Karlinski first reported a position in SPAB in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 422 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • Andrew C. Karlinski reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 108 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $3K.
  • Andrew C. Karlinski first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.