First Personal Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-160	Closed	-$4.13K	–	392
2023 Q1	$4.13K	Buy	+160	New	+$4.09K	﹤0.01%	363
2016 Q1	–	Sell	-576	Closed	-$16K	–	389
2015 Q4	$16K	Buy	+576	New	+$16.6K	0.01%	256

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $7.25B AUM 20.71% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

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

First Personal Financial Services's SPAB Position: Q2 2023 in Review

First Personal Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 160 shares — an estimated $4.13K sold.

First Personal Financial Services first reported a position in SPAB in Q4 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 415 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

First Personal Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
First Personal Financial Services sold 160 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $4.13K.
First Personal Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2015 and held it in 2 quarters.
First Personal Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16K in Q4 2015.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.