FAG
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Fortitude Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-4,303
Closed -$120K – 1113
2022
Q1 		$120K Buy
4,303
+8
+0.2% +$229 0.06% 310
2021
Q4 		$127K Buy
+4,295
New +$128K 0.06% 296

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Advisory Group's SPAB Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 4,303 shares — an estimated $120K sold.

Fortitude Advisory Group first reported a position in SPAB in Q4 2021 and held it in 2 quarters. The position peaked at $127K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,303 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $120K.
  • Fortitude Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $127K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.