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

Brophy 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
Q3 		$206K Buy
+7,892
New +$203K 0.07% 205

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brophy Wealth Management's SPAB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024: 7,892 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings.

462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • Brophy Wealth Management held 7,892 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $206K as of Q3 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Brophy Wealth Management position in Q3 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.07% of Brophy Wealth Management's portfolio in Q3 2024, its #205 holding.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.