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

First Horizon 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
2024
Q4 		– Sell
-310
Closed -$8.1K – 2357
2024
Q3 		$8.1K Hold
310
– – ﹤0.01% 1676
2024
Q2 		$7.78K Hold
310
– – ﹤0.01% 1632
2024
Q1 		$7.84K Hold
310
– – ﹤0.01% 1678
2023
Q4 		$7.95K Hold
310
– – ﹤0.01% 1673
2023
Q3 		$7.54K Hold
310
– – ﹤0.01% 1622
2023
Q2 		$7.86K Hold
310
– – ﹤0.01% 1640
2023
Q1 		$7.99K Hold
310
– – ﹤0.01% 1637
2022
Q4 		$7.79K Sell
310
-46
-13% -$1.15K ﹤0.01% 1653
2022
Q3 		$8K Hold
356
– – ﹤0.01% 1615
2022
Q2 		$9K Buy
+356
New +$9.48K ﹤0.01% 1642
2022
Q1 		– Sell
-408
Closed -$12K – 2236
2021
Q4 		$12K Buy
408
+52
+15% +$1.55K ﹤0.01% 1462
2021
Q3 		$10K Hold
356
– – ﹤0.01% 1544
2021
Q2 		$10K Hold
356
– – ﹤0.01% 1358
2021
Q1 		$10K Buy
+356
New +$10.7K ﹤0.01% 1295
2020
Q4 		– Sell
-289
Closed -$8K – 1567
2020
Q3 		$8K Buy
289
+2
+0.7% +$62 ﹤0.01% 1070
2020
Q2 		$8K Sell
287
-30
-9% -$916 ﹤0.01% 1079
2020
Q1 		$9K Buy
+317
New +$9.42K ﹤0.01% 967
2017
Q2 		– Sell
-110
Closed -$3K – 1466
2017
Q1 		$3K Buy
+110
New +$3.13K ﹤0.01% 1327

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Horizon Advisors's SPAB Position: Q4 2024 in Review

First Horizon Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 310 shares — an estimated $8.1K sold.

First Horizon Advisors first reported a position in SPAB in Q1 2017 and held it in 18 quarters. The position peaked at $12K in Q4 2021. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

  • First Horizon Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 310 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $8.1K.
  • First Horizon Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2017 and held it in 18 quarters.
  • First Horizon Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $12K in Q4 2021.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.