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Burleson & Co’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Burleson & Co’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
-6,331
Closed -$158K – 452
2022
Q3 		$158K Buy
+6,331
New +$166K 0.03% 144

Other funds holding SPAB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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

Burleson & Co's SPAB Position: Q4 2022 in Review

Burleson & Co sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 6,331 shares — an estimated $158K sold.

Burleson & Co first reported a position in SPAB in Q3 2022 and held it in 1 quarter. The position peaked at $158K in Q3 2022. 422 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • Burleson & Co reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 6,331 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $158K.
  • Burleson & Co first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Burleson & Co's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $158K in Q3 2022.
  • 422 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.