F/M Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

F/M Investments’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	-7,504	Closed	-$202K	–	96
2023 Q4	$202K	Buy	+7,504	New	+$185K	0.11%	86
2023 Q2	–	Sell	-7,896	Closed	-$214K	–	84
2023 Q1	$214K	Buy	+7,896	New	+$202K	0.22%	56
2022 Q3	–	Sell	-8,656	Closed	-$260K	–	77
2022 Q2	$260K	Buy	8,656 +552	+7%	+$14.7K	0.21%	53
2022 Q1	$225K	Sell	8,104 -758	-9%	-$21.7K	0.18%	58
2021 Q4	$262K	Hold	8,862	–	–	0.19%	57
2021 Q3	$265K	Buy	8,862 +206	+2%	+$6.21K	0.19%	65
2021 Q2	$260K	Buy	8,656 +488	+6%	+$14.6K	0.21%	53
2021 Q1	$242K	Sell	8,168 -893	-10%	-$26.9K	0.19%	72
2020 Q4	$279K	Buy	+9,061	New	+$278K	0.24%	45

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 22.9% 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 $3.38T AUM 44.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $7B AUM 14.85% 1-Year Est. Return

F/M Investments's SPAB Position: Q1 2024 in Review

F/M Investments sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 7,504 shares — an estimated $202K sold.

F/M Investments first reported a position in SPAB in Q4 2020 and held it in 9 quarters. The position peaked at $279K in Q4 2020. 440 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

F/M Investments reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
F/M Investments sold 7,504 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $202K.
F/M Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 9 quarters.
F/M Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $279K in Q4 2020.
440 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on F/M Investments's 13F filing for Q1 2024, filed 23 Apr 2024.