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

Fortis Group 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 Q1	–	Sell	-9,334	Closed	-$241K	–	530
2023 Q4	$241K	Hold	9,334	–	–	0.06%	116
2023 Q3	$241K	Sell	9,334 -65	-0.7%	-$1.62K	0.07%	109
2023 Q2	$238K	Buy	9,399 +65	+0.7%	+$1.66K	0.06%	119
2023 Q1	$241K	Buy	+9,334	New	+$239K	0.07%	112
2020 Q3	$1.82M	Buy	+59,031	New	+$1.83M	0.35%	38

Other funds holding SPAB

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

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

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

CCWA

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

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Fortis Group Advisors's SPAB Position: Q1 2024 in Review

Fortis Group Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 9,334 shares — an estimated $241K sold.

Fortis Group Advisors first reported a position in SPAB in Q3 2020 and held it in 5 quarters. The position peaked at $1.82M in Q3 2020. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

Fortis Group Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Fortis Group Advisors sold 9,334 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $241K.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and held it in 5 quarters.
Fortis Group Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.82M in Q3 2020.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.