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

Connectus 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
2021
Q4 		– Sell
-14,781
Closed -$441K – 336
2021
Q3 		$441K Sell
14,781
-1,395
-9% -$42.1K 0.05% 32
2021
Q2 		$485K Hold
16,176
– – 0.05% 32
2021
Q1 		$480K Buy
+16,176
New +$488K 0.06% 31

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Connectus Wealth's SPAB Position: Q4 2021 in Review

Connectus Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021, closing a stake of 14,781 shares — an estimated $441K sold.

Connectus Wealth first reported a position in SPAB in Q1 2021 and held it in 3 quarters. The position peaked at $485K in Q2 2021. 399 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

  • Connectus Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Connectus Wealth sold 14,781 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2021, an estimated $441K.
  • Connectus Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 3 quarters.
  • Connectus Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $485K in Q2 2021.
  • 399 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on Connectus Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.