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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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return