CWA
SPAB icon

Clearview Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Clearview Wealth Advisors’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
-931
Closed -$23.6K – 553
2023
Q2 		$23.6K Hold
931
– – 0.02% 259
2023
Q1 		$24K Hold
931
– – 0.02% 252
2022
Q4 		$23.4K Hold
931
– – 0.02% 231
2022
Q3 		$23K Hold
931
– – 0.02% 239
2022
Q2 		$25K Hold
931
– – 0.02% 251
2022
Q1 		$26K Hold
931
– – 0.02% 267
2021
Q4 		$28K Hold
931
– – 0.02% 290
2021
Q3 		$28K Hold
931
– – 0.02% 296
2021
Q2 		$28K Buy
+931
New +$27.8K 0.02% 303

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $6.83B AUM 12.51% 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