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SPAB icon

Castleview Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-4,349
Closed -$109K – 501
2024
Q4 		$109K Sell
4,349
-5,124
-54% -$130K 0.06% 246
2024
Q3 		$248K Buy
9,473
+5,840
+161% +$150K 0.14% 152
2024
Q2 		$91.2K Sell
3,633
-705
-16% -$17.6K 0.05% 253
2024
Q1 		$110K Sell
4,338
-1,964
-31% -$49.7K 0.06% 244
2023
Q4 		$162K Buy
6,302
+3,893
+162% +$95.8K 0.11% 151
2023
Q3 		$58.6K Sell
2,409
-4,981
-67% -$124K 0.05% 231
2023
Q2 		$187K Sell
7,390
-944
-11% -$24.1K 0.17% 123
2023
Q1 		$215K Sell
8,334
-4,328
-34% -$111K 0.19% 124
2022
Q4 		$318K Buy
12,662
+4,457
+54% +$112K 0.31% 78
2022
Q3 		$205K Buy
8,205
+6,578
+404% +$172K 0.2% 110
2022
Q2 		$44.8K Sell
1,627
-2,003
-55% -$53.4K 0.04% 319
2022
Q1 		$100K Buy
+3,630
New +$104K 0.06% 233
2021
Q2 		$91K Buy
+3,034
New +$90.5K 0.04% 313

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Castleview Partners's SPAB Position: Q1 2025 in Review

Castleview Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 4,349 shares — an estimated $109K sold.

Castleview Partners first reported a position in SPAB in Q2 2021 and held it in 13 quarters. The position peaked at $318K in Q4 2022. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Castleview Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 4,349 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $109K.
  • Castleview Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $318K in Q4 2022.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.