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Bangor Savings Bank’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bangor Savings Bank’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
Q3 		– Sell
-111
Closed -$2.82K – 548
2023
Q2 		$2.82K Hold
111
– – ﹤0.01% 491
2023
Q1 		$2.86K Hold
111
– – ﹤0.01% 481
2022
Q4 		$3K Hold
111
– – ﹤0.01% 487
2022
Q3 		$3K Buy
+111
New +$2.91K ﹤0.01% 485

Other funds holding SPAB

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
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 $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bangor Savings Bank's SPAB Position: Q3 2023 in Review

Bangor Savings Bank sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 111 shares — an estimated $2.82K sold.

Bangor Savings Bank first reported a position in SPAB in Q3 2022 and held it in 4 quarters. The position peaked at $3K in Q4 2022. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Bangor Savings Bank reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Bangor Savings Bank sold 111 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $2.82K.
  • Bangor Savings Bank first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 4 quarters.
  • Bangor Savings Bank's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3K in Q4 2022.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Bangor Savings Bank's 13F filing for Q3 2023, filed 24 Oct 2023.