Contravisory Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Contravisory Investment 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
2024 Q1	–	Sell	-275	Closed	-$7.05K	–	385
2023 Q4	$7.05K	Buy	+275	New	+$6.76K	﹤0.01%	328
2019 Q4	–	Sell	-285	Closed	-$8K	–	299
2019 Q3	$8K	Hold	285	–	–	﹤0.01%	253
2019 Q2	$8K	Hold	285	–	–	﹤0.01%	247
2019 Q1	$8K	Buy	+285	New	+$8K	﹤0.01%	267

Other funds holding SPAB

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

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

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

CCWA

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

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

RIG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

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

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

Contravisory Investment Management's SPAB Position: Q1 2024 in Review

Contravisory Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 275 shares — an estimated $7.05K sold.

Contravisory Investment Management first reported a position in SPAB in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q3 2019. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

Contravisory Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 275 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $7.05K.
Contravisory Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and held it in 4 quarters.
Contravisory Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8K in Q3 2019.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.