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Ashton Thomas Securities’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Ashton Thomas Securities’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
Q3 		– Sell
-1,289
Closed -$32.5K – 1242
2024
Q2 		$32.5K Buy
+1,289
New +$32.1K 0.01% 259

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ashton Thomas Securities's SPAB Position: Q3 2024 in Review

Ashton Thomas Securities sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 1,289 shares — an estimated $32.5K sold.

Ashton Thomas Securities first reported a position in SPAB in Q2 2024 and held it in 1 quarter. The position peaked at $32.5K in Q2 2024. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • Ashton Thomas Securities reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 1,289 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $32.5K.
  • Ashton Thomas Securities first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $32.5K in Q2 2024.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Ashton Thomas Securities's 13F filing for Q3 2024, filed 4 Nov 2024.