Dixon Hughes Goodman Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$892K	Sell	32,093 -3,877	-11%	-$111K	0.26%	66
2021 Q4	$1.06M	Buy	+35,970	New	+$1.07M	0.35%	44

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SPAB Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q1 2022, selling an estimated $111K and leaving 32,093 shares worth $892K. The position accounts for 0.26% of the portfolio, ranked #66.

Dixon Hughes Goodman Wealth Advisors first reported a position in SPAB in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2021. 408 funds tracked by Wall St. Rank hold SPAB as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 32,093 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $892K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 3,877 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2022, an estimated $111K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.26% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #66 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.06M in Q4 2021.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.