BSWM
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Boston Standard Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Boston Standard 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
Q1 		– Sell
-17,299
Closed -$421K – 47
2023
Q4 		$421K Hold
17,299
– – 0.11% 33
2023
Q3 		$421K Buy
17,299
+755
+5% +$18.8K 0.11% 33
2023
Q2 		$420K Buy
16,544
+156
+1% +$3.99K 0.11% 33
2023
Q1 		$423K Buy
16,388
+66
+0.4% +$1.69K 0.12% 32
2022
Q4 		$410K Buy
+16,322
New +$409K 0.12% 31
2022
Q3 		– Sell
-7,697
Closed -$204K – 39
2022
Q2 		$204K Sell
7,697
-1,273,420
-99% -$33.9M 0.07% 38
2022
Q1 		$35.6M Buy
1,281,117
+45,387
+4% +$1.3M 10.21% 2
2021
Q4 		$36.6M Buy
1,235,730
+61,755
+5% +$1.84M 10.21% 2
2021
Q3 		$35M Buy
1,173,975
+37,546
+3% +$1.13M 10.47% 2
2021
Q2 		$34.1M Buy
1,136,429
+69,091
+6% +$2.06M 10.32% 2
2021
Q1 		$31.6M Buy
1,067,338
+161,701
+18% +$4.88M 10.29% 2
2020
Q4 		$27.9M Buy
905,637
+31,218
+4% +$959K 10.38% 3
2020
Q3 		$26.9M Buy
874,419
+44,760
+5% +$1.39M 11.35% 3
2020
Q2 		$25.6M Sell
829,659
-9,024
-1% -$276K 11.57% 2
2020
Q1 		$25.4M Sell
838,683
-38,868
-4% -$1.16M 13.78% 2
2019
Q4 		$25.8M Buy
877,551
+23,468
+3% +$692K 11.51% 2
2019
Q3 		$25.3M Buy
854,083
+28,937
+4% +$851K 12.21% 2
2019
Q2 		$24.1M Buy
825,146
+52,365
+7% +$1.5M 11.76% 2
2019
Q1 		$21.9M Buy
772,781
+7,415
+1% +$208K 11.4% 2
2018
Q4 		$21.3M Sell
765,366
-71,287
-9% -$1.96M 12.68% 2
2018
Q3 		$23.1M Buy
+836,653
New +$23.3M 12.57% 2
2018
Q1 		$18.8M Buy
667,962
+66,964
+11% +$1.89M 11.77% 2
2017
Q4 		$17.3M Buy
+600,998
New +$17.3M 10.99% 2

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 22.96% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $7.25B AUM 20.71% 1-Year Est. Return

Boston Standard Wealth Management's SPAB Position: Q1 2024 in Review

Boston Standard Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 17,299 shares — an estimated $421K sold.

Boston Standard Wealth Management first reported a position in SPAB in Q4 2017 and held it in 23 quarters. The position peaked at $36.6M in Q4 2021. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Boston Standard Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Boston Standard Wealth Management sold 17,299 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $421K.
  • Boston Standard Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 23 quarters.
  • Boston Standard Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $36.6M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Boston Standard Wealth Management's 13F filing for Q1 2024, filed 11 Apr 2024.