Banque Cantonale Vaudoise’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Banque Cantonale Vaudoise’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 Q1	–	Sell	-942	Closed	-$24K	–	1219
2022 Q4	$24K	Buy	942 +195	+26%	+$4.88K	﹤0.01%	1042
2022 Q3	$19K	Hold	747	–	–	﹤0.01%	1105
2022 Q2	$20K	Hold	747	–	–	﹤0.01%	1135
2022 Q1	$21K	Hold	747	–	–	﹤0.01%	1148
2021 Q4	$22K	Hold	747	–	–	﹤0.01%	1178
2021 Q3	$22K	Buy	+747	New	+$22.5K	﹤0.01%	1155

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Banque Cantonale Vaudoise's SPAB Position: Q1 2023 in Review

Banque Cantonale Vaudoise sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 942 shares — an estimated $24K sold.

Banque Cantonale Vaudoise first reported a position in SPAB in Q3 2021 and held it in 6 quarters. The position peaked at $24K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

Banque Cantonale Vaudoise reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Banque Cantonale Vaudoise sold 942 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $24K.
Banque Cantonale Vaudoise first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 6 quarters.
Banque Cantonale Vaudoise's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $24K in Q4 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2023, filed 20 Apr 2023.