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Freedom Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Freedom Investment Management’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
2023
Q2 		– Sell
-39,739
Closed -$1.02M – 767
2023
Q1 		$1.02M Sell
39,739
-10,098
-20% -$258K 0.12% 243
2022
Q4 		$1.25M Sell
49,837
-55,066
-52% -$1.38M 0.14% 202
2022
Q3 		$2.62M Sell
104,903
-13,228
-11% -$347K 0.3% 78
2022
Q2 		$3.11M Sell
118,131
-7,078
-6% -$189K 0.33% 69
2022
Q1 		$3.48M Sell
125,209
-4,822
-4% -$138K 0.31% 76
2021
Q4 		$3.85M Buy
130,031
+18,954
+17% +$564K 0.28% 76
2021
Q3 		$3.32M Sell
111,077
-10,518
-9% -$317K 0.25% 85
2021
Q2 		$3.65M Buy
121,595
+30,036
+33% +$896K 0.27% 80
2021
Q1 		$2.71M Buy
+91,559
New +$2.76M 0.21% 110
2016
Q1 		– Sell
-77,626
Closed -$2.21M – 882
2015
Q4 		$2.21M Buy
77,626
+25,462
+49% +$732K 0.17% 69
2015
Q3 		$913K Sell
52,164
-48,536
-48% -$1.4M 0.09% 175
2015
Q2 		$2.89M Buy
100,700
+16,088
+19% +$468K 0.3% 46
2015
Q1 		$2.49M Sell
84,612
-4,944
-6% -$145K 0.28% 51
2014
Q4 		$2.61M Buy
89,556
+9,430
+12% +$274K 0.34% 45
2014
Q3 		$2.31M Sell
80,126
-1,236
-2% -$35.7K 0.41% 31
2014
Q2 		$2.36M Sell
81,362
-3,242
-4% -$93.3K 0.4% 28
2014
Q1 		$2.42M Sell
84,604
-4,696
-5% -$134K 0.52% 20
2013
Q4 		$2.52M Sell
89,300
-5,016
-5% -$142K 0.63% 20
2013
Q3 		$2.69M Sell
94,316
-317,644
-77% -$8.97M 0.77% 17
2013
Q2 		$11.7M Buy
+411,960
New +$12M 3.98% 2

Other funds holding SPAB

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Freedom Investment Management's SPAB Position: Q2 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 39,739 shares — an estimated $1.02M sold.

Freedom Investment Management first reported a position in SPAB in Q2 2013 and held it in 20 quarters. The position peaked at $11.7M in Q2 2013. 415 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 39,739 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $1.02M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2013 and held it in 20 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.7M in Q2 2013.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.