BFEC
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Benjamin F. Edwards & Company’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Benjamin F. Edwards & Company’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
-1,532
Closed -$39K – 2243
2023
Q4 		$39K Buy
+1,532
New +$37.7K ﹤0.01% 1314
2023
Q2 		– Sell
-3,695
Closed -$95K – 1837
2023
Q1 		$95K Hold
3,695
– – ﹤0.01% 927
2022
Q4 		$93K Sell
3,695
-1,442
-28% -$36.1K ﹤0.01% 922
2022
Q3 		$128K Sell
5,137
-3,881
-43% -$102K 0.01% 800
2022
Q2 		$238K Sell
9,018
-813
-8% -$21.7K 0.01% 630
2022
Q1 		$273K Buy
9,831
+432
+5% +$12.3K 0.01% 602
2021
Q4 		$278K Sell
9,399
-3,257
-26% -$96.8K 0.01% 596
2021
Q3 		$378K Sell
12,656
-10,285
-45% -$310K 0.02% 507
2021
Q2 		$688K Buy
22,941
+2,201
+11% +$65.7K 0.04% 389
2021
Q1 		$615K Buy
20,740
+4,550
+28% +$137K 0.03% 418
2020
Q4 		$498K Buy
16,190
+4,491
+38% +$138K 0.03% 432
2020
Q3 		$360K Buy
11,699
+313
+3% +$9.69K 0.02% 467
2020
Q2 		$351K Buy
11,386
+6,488
+132% +$198K 0.03% 443
2020
Q1 		$148K Buy
+4,898
New +$146K 0.01% 582

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 22.9% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $7B AUM 14.85% 1-Year Est. Return

Benjamin F. Edwards & Company's SPAB Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 1,532 shares — an estimated $39K sold.

Benjamin F. Edwards & Company first reported a position in SPAB in Q1 2020 and held it in 14 quarters. The position peaked at $688K in Q2 2021. 440 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,532 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $39K.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 14 quarters.
  • Benjamin F. Edwards & Company's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $688K in Q2 2021.
  • 440 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.