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	–	550
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CCWA

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Clearview Wealth Advisors's SPAB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 931 shares — an estimated $23.6K sold.

Clearview Wealth Advisors first reported a position in SPAB in Q2 2021 and held it in 9 quarters. The position peaked at $28K in Q4 2021. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 931 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $23.6K.
Clearview Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $28K in Q4 2021.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.