Buttonwood Financial Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Buttonwood Financial Group’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	–	Sell	-17,251	Closed	-$429K	–	30
2024 Q2	$429K	Sell	17,251 -50,413	-75%	-$1.26M	0.24%	25
2024 Q1	$1.71M	Buy	+67,664	New	+$1.71M	1.01%	18
2023 Q2	–	Sell	-21,482	Closed	-$554K	–	28
2023 Q1	$554K	Buy	21,482 +4,289	+25%	+$110K	0.55%	17
2022 Q4	$432K	Sell	17,193 -68	-0.4%	-$1.7K	0.39%	22
2022 Q3	$427K	Buy	+17,261	New	+$452K	0.44%	17
2022 Q2	–	Sell	-25,013	Closed	-$697K	–	22
2022 Q1	$697K	Buy	+25,013	New	+$715K	0.52%	15

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Buttonwood Financial Group's SPAB Position: Q3 2024 in Review

Buttonwood Financial Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 17,251 shares — an estimated $429K sold.

Buttonwood Financial Group first reported a position in SPAB in Q1 2022 and held it in 6 quarters. The position peaked at $1.71M in Q1 2024. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

Buttonwood Financial Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Buttonwood Financial Group sold 17,251 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $429K.
Buttonwood Financial Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 6 quarters.
Buttonwood Financial Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.71M in Q1 2024.
462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Buttonwood Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.