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Catalyst Private Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Catalyst Private 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
2025
Q2 		– Sell
-9,597
Closed -$245K – 82
2025
Q1 		$245K Buy
+9,597
New +$242K 0.12% 70
2022
Q3 		– Sell
-8,259
Closed -$218K – 72
2022
Q2 		$218K Buy
8,259
+955
+13% +$25.4K 0.15% 70
2022
Q1 		$203K Buy
7,304
+64
+0.9% +$1.83K 0.1% 78
2021
Q4 		$214K Buy
+7,240
New +$215K 0.09% 77
2020
Q4 		– Sell
-3,367
Closed -$104K – 247
2020
Q3 		$104K Buy
+3,367
New +$104K 0.1% 82

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 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 $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return