FMI
SPAB icon

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return