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Bridge Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bridge Advisory’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
2022
Q4 		– Sell
-15,397
Closed -$384K – 135
2022
Q3 		$384K Sell
15,397
-1,039
-6% -$27.2K 0.19% 80
2022
Q2 		$434K Buy
+16,436
New +$438K 0.21% 72
2021
Q1 		– Sell
-26,903
Closed -$828K – 90
2020
Q4 		$828K Buy
+26,903
New +$826K 0.39% 37

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bridge Advisory's SPAB Position: Q4 2022 in Review

Bridge Advisory sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 15,397 shares — an estimated $384K sold.

Bridge Advisory first reported a position in SPAB in Q4 2020 and held it in 3 quarters. The position peaked at $828K in Q4 2020. 421 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • Bridge Advisory reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bridge Advisory sold 15,397 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $384K.
  • Bridge Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Bridge Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $828K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on Bridge Advisory's 13F filing for Q4 2022, filed 17 Jan 2023.