Baystate Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Baystate 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
2023 Q4	$17.2K	Buy	669 +8	+1%	+$197	﹤0.01%	592
2023 Q3	$16.1K	Sell	661 -1,180	-64%	-$29.4K	﹤0.01%	503
2023 Q2	$46.7K	Buy	1,841 +969	+111%	+$24.8K	﹤0.01%	339
2023 Q1	$22.5K	Sell	872 -1,198	-58%	-$30.6K	﹤0.01%	445
2022 Q4	$52K	Buy	2,070 +1,210	+141%	+$30.3K	﹤0.01%	325
2022 Q3	$21K	Buy	860 +6	+0.7%	+$157	﹤0.01%	423
2022 Q2	$23K	Sell	854 -2,031	-70%	-$54.1K	﹤0.01%	432
2022 Q1	$80K	Buy	2,885 +10	+0.3%	+$286	0.01%	264
2021 Q4	$85K	Buy	+2,875	New	+$85.5K	0.01%	260

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCWA

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baystate Wealth Management's SPAB Position: Q4 2023 in Review

Baystate Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.2% in Q4 2023, buying an estimated $197 and bringing the position to 669 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Baystate Wealth Management first reported a position in SPAB in Q4 2021 and has held it in 9 quarters since. The position peaked at $85K in Q4 2021. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Baystate Wealth Management held 669 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $17.2K as of Q4 2023.
Baystate Wealth Management bought 8 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $197.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #592 holding.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $85K in Q4 2021.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.