Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Forvis Mazars Wealth 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	-13,230	Closed	-$346K	–	429
2024 Q3	$346K	Sell	13,230 -4,439	-25%	-$114K	0.01%	365
2024 Q2	$443K	Sell	17,669 -729	-4%	-$18.2K	0.01%	307
2024 Q1	$465K	Sell	18,398 -2,371	-11%	-$59.9K	0.01%	303
2023 Q4	$533K	Buy	20,769 +2,371	+13%	+$58.3K	0.01%	272
2023 Q3	$448K	Sell	18,398 -3,343	-15%	-$83.3K	0.01%	288
2023 Q2	$552K	Buy	21,741 +151	+0.7%	+$3.86K	0.02%	280
2023 Q1	$557K	Sell	21,590 -893	-4%	-$22.8K	0.02%	254
2022 Q4	$565K	Sell	22,483 -1,113	-5%	-$27.9K	0.02%	247
2022 Q3	$589K	Sell	23,596 -2,329	-9%	-$61K	0.02%	241
2022 Q2	$683K	Buy	+25,925	New	+$691K	0.03%	222

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

CCWA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPAB Position: Q4 2024 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 13,230 shares — an estimated $346K sold.

Forvis Mazars Wealth Advisors first reported a position in SPAB in Q2 2022 and held it in 10 quarters. The position peaked at $683K in Q2 2022. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,230 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $346K.
Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $683K in Q2 2022.
500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.