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B. Riley Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

B. Riley Wealth Management’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
Q2 		$598 Sell
22,703
-5,000
-18% -$133K ﹤0.01% 380
2022
Q1 		$770K Sell
27,703
-3,797
-12% -$108K 0.06% 250
2021
Q4 		$933K Buy
31,500
+975
+3% +$29K 0.06% 246
2021
Q3 		$927K Buy
30,525
+620
+2% +$18.7K 0.07% 238
2021
Q2 		$914K Buy
29,905
+203
+0.7% +$6.05K 0.1% 172
2021
Q1 		$881K Buy
+29,702
New +$896K 0.1% 166

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Management's SPAB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 18% in Q2 2022, selling an estimated $133K and leaving 22,703 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #380.

B. Riley Wealth Management first reported a position in SPAB in Q1 2021 and has held it in 6 quarters since. The position peaked at $933K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • B. Riley Wealth Management held 22,703 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $598 as of Q2 2022.
  • B. Riley Wealth Management sold 5,000 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $133K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #380 holding.
  • B. Riley Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and has held it in 6 quarters since.
  • B. Riley Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $933K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.