FWA
SPAB icon

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

FSM 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
2022
Q4 		– Sell
-9,381
Closed -$234K – 146
2022
Q3 		$234K Buy
+9,381
New +$246K 0.19% 118

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FSM Wealth Advisors's SPAB Position: Q4 2022 in Review

FSM Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 9,381 shares — an estimated $234K sold.

FSM Wealth Advisors first reported a position in SPAB in Q3 2022 and held it in 1 quarter. The position peaked at $234K in Q3 2022. 421 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • FSM Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • FSM Wealth Advisors sold 9,381 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $234K.
  • FSM Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • FSM Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $234K in Q3 2022.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on FSM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.