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Fusion Family Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-8,500
Closed -$207K – 46
2023
Q3 		$207K Hold
8,500
– – 0.03% 41
2023
Q2 		$216K Buy
+8,500
New +$217K 0.03% 43

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Fusion Family Wealth's SPAB Position: Q4 2023 in Review

Fusion Family Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 8,500 shares — an estimated $207K sold.

Fusion Family Wealth first reported a position in SPAB in Q2 2023 and held it in 2 quarters. The position peaked at $216K in Q2 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • Fusion Family Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Fusion Family Wealth sold 8,500 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $207K.
  • Fusion Family Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Fusion Family Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $216K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Fusion Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.