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Buckingham Strategic Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$324K Buy
+12,901
New +$322K ﹤0.01% 583
2021
Q4 		– Sell
-8,890
Closed -$265K – 623
2021
Q3 		$265K Buy
+8,890
New +$268K 0.01% 489

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Buckingham Strategic Wealth's SPAB Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024: 12,901 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Buckingham Strategic Wealth previously reported a position in SPAB as recently as Q3 2021.

Buckingham Strategic Wealth first reported a position in SPAB in Q3 2021 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • Buckingham Strategic Wealth held 12,901 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $324K as of Q2 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Buckingham Strategic Wealth position in Q2 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #583 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.