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Balanced Wealth Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Balanced Wealth Group’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
Q1 		– Sell
-53,881
Closed -$1.38M – 71
2023
Q4 		$1.38M Buy
+53,881
New +$1.33M 0.72% 23

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Balanced Wealth Group's SPAB Position: Q1 2024 in Review

Balanced Wealth Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 53,881 shares — an estimated $1.38M sold.

Balanced Wealth Group first reported a position in SPAB in Q4 2023 and held it in 1 quarter. The position peaked at $1.38M in Q4 2023. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Balanced Wealth Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Balanced Wealth Group sold 53,881 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $1.38M.
  • Balanced Wealth Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Balanced Wealth Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.38M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Balanced Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.