FA
SPAB icon

Fiduciary Alliance’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-212
Closed -$5.38K – 827
2023
Q2 		$5.38K Buy
+212
New +$5.42K ﹤0.01% 683
2023
Q1 		– Sell
-212
Closed -$5.33K – 760
2022
Q4 		$5.33K Buy
+212
New +$5.31K ﹤0.01% 517

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fiduciary Alliance's SPAB Position: Q3 2023 in Review

Fiduciary Alliance sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 212 shares — an estimated $5.38K sold.

Fiduciary Alliance first reported a position in SPAB in Q4 2022 and held it in 2 quarters. The position peaked at $5.38K in Q2 2023. 407 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Fiduciary Alliance reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 212 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $5.38K.
  • Fiduciary Alliance first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.38K in Q2 2023.
  • 407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.