Biltmore Capital Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Biltmore Capital Advisors’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
2021 Q4	$236K	Buy	+7,960	New	+$237K	0.04%	128

Other funds holding SPAB

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RIG

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

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Biltmore Capital Advisors's SPAB Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021: 7,960 shares worth $236K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings.

399 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

Biltmore Capital Advisors held 7,960 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $236K as of Q4 2021.
State Street SPDR Portfolio Aggregate Bond ETF was a new Biltmore Capital Advisors position in Q4 2021.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.04% of Biltmore Capital Advisors's portfolio in Q4 2021, its #128 holding.
399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.