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Destiny Capital Securities’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Destiny Capital Securities’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 		$10.1M Buy
+414,519
New +$10.3M 8.19% 5

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
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
GI
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Destiny Capital Securities's SPAB Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023: 414,519 shares worth $10.1M. The stake represents 8.19% of the portfolio and ranks #5 among its holdings.

406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Destiny Capital Securities held 414,519 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $10.1M as of Q3 2023.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Destiny Capital Securities position in Q3 2023.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 8.19% of Destiny Capital Securities's portfolio in Q3 2023, its #5 holding.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.