AMR
SPAB icon

Asset Management Resources’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Asset Management Resources’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
2023
Q4 		$9.59M Buy
374,153
+308,705
+472% +$7.59M 5.46% 5
2023
Q3 		$1.59M Buy
65,448
+17,433
+36% +$434K 0.99% 13
2023
Q2 		$1.22M Sell
48,015
-1,483
-3% -$37.9K 0.74% 14
2023
Q1 		$1.28M Sell
49,498
-28,200
-36% -$721K 0.81% 13
2022
Q4 		$1.95M Sell
77,698
-7,021
-8% -$176K 1.33% 11
2022
Q3 		$2.11M Sell
84,719
-132,206
-61% -$3.47M 2.07% 11
2022
Q2 		$5.72M Buy
216,925
+38,693
+22% +$1.03M 4.86% 8
2022
Q1 		$4.95M Buy
178,232
+66,374
+59% +$1.9M 4.01% 9
2021
Q4 		$3.31M Buy
+111,858
New +$3.33M 2.9% 10

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return