EFH
SPAB icon

Eaton Financial Holdings’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Eaton Financial Holdings’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
Q1 		– Sell
-10,147
Closed -$255K – 65
2022
Q4 		$255K Buy
+10,147
New +$254K 0.22% 60

Other funds holding SPAB

LPL Financial
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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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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 $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Eaton Financial Holdings's SPAB Position: Q1 2023 in Review

Eaton Financial Holdings sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 10,147 shares — an estimated $255K sold.

Eaton Financial Holdings first reported a position in SPAB in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Eaton Financial Holdings reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 10,147 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $255K.
  • Eaton Financial Holdings first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Eaton Financial Holdings's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $255K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Eaton Financial Holdings's 13F filing for Q1 2023, filed 13 Apr 2023.