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CoreFirst Bank & Trust’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

CoreFirst Bank & Trust’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
2025
Q1 		– Sell
-9,291
Closed -$232K – 311
2024
Q4 		$232K Buy
+9,291
New +$236K 0.14% 108

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CCWA
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State Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cerity Partners
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreFirst Bank & Trust's SPAB Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 9,291 shares — an estimated $232K sold.

CoreFirst Bank & Trust first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 511 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 9,291 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $232K.
  • CoreFirst Bank & Trust first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • CoreFirst Bank & Trust's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $232K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.