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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-390
Closed -$10K – 369
2023
Q4 		$10K Buy
+390
New +$9.59K 0.01% 248

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CCWA
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Cerity Partners
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RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
State Street
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPAB Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 390 shares — an estimated $10K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPAB in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 390 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $10K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.