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Axim Planning & Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Axim Planning & Wealth’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 		– Sell
-41
Closed -$1K – 170
2022
Q2 		$1K Buy
+41
New +$1.09K ﹤0.01% 137

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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 $1.98B AUM 26.07% 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 $1.09B AUM 11.58% 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

Axim Planning & Wealth's SPAB Position: Q3 2022 in Review

Axim Planning & Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in SPAB in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 388 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

  • Axim Planning & Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 41 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $1K.
  • Axim Planning & Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Axim Planning & Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.