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Clark Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Clark Asset Management’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
2023
Q3 		– Sell
-25,461
Closed -$646K – 81
2023
Q2 		$646K Buy
+25,461
New +$651K 0.3% 37

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clark Asset Management's SPAB Position: Q3 2023 in Review

Clark Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 25,461 shares — an estimated $646K sold.

Clark Asset Management first reported a position in SPAB in Q2 2023 and held it in 1 quarter. The position peaked at $646K in Q2 2023. 407 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Clark Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Clark Asset Management sold 25,461 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $646K.
  • Clark Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Clark Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $646K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Clark Asset Management's 13F filing for Q3 2023, filed 28 Apr 2025.