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

BKM 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
2024 Q4	–	Sell	-10,069	Closed	-$263K	–	165
2024 Q3	$263K	Buy	10,069 +1,135	+13%	+$29.2K	0.11%	142
2024 Q2	$224K	Buy	+8,934	New	+$223K	0.11%	136
2024 Q1	–	Sell	-6,171	Closed	-$158K	–	498
2023 Q4	$158K	Buy	+6,171	New	+$152K	0.07%	169

Other funds holding SPAB

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

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

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BKM Wealth Management's SPAB Position: Q4 2024 in Review

BKM Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 10,069 shares — an estimated $263K sold.

BKM Wealth Management first reported a position in SPAB in Q4 2023 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

BKM Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
BKM Wealth Management sold 10,069 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $263K.
BKM Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 3 quarters.
BKM Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $263K in Q3 2024.
500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on BKM Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.