Faithward Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Faithward 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
2023 Q1	–	Sell	-810	Closed	-$20.4K	–	334
2022 Q4	$20.4K	Hold	810	–	–	﹤0.01%	201
2022 Q3	$20K	Hold	810	–	–	﹤0.01%	184
2022 Q2	$21K	Hold	810	–	–	﹤0.01%	203
2022 Q1	$23K	Hold	810	–	–	﹤0.01%	219
2021 Q4	$24K	Hold	810	–	–	﹤0.01%	213
2021 Q3	$24K	Buy	+810	New	+$24.4K	﹤0.01%	225

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Faithward Advisors's SPAB Position: Q1 2023 in Review

Faithward Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 810 shares — an estimated $20.4K sold.

Faithward Advisors first reported a position in SPAB in Q3 2021 and held it in 6 quarters. The position peaked at $24K in Q4 2021. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

Faithward Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
Faithward Advisors sold 810 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $20.4K.
Faithward Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 6 quarters.
Faithward Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $24K in Q4 2021.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Faithward Advisors's 13F filing for Q1 2023, filed 15 May 2023.