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

FWL 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
Q4 		– Sell
-70
Closed -$1.7K – 254
2023
Q3 		$1.7K Buy
+70
New +$1.74K ﹤0.01% 177
2023
Q1 		– Sell
-35
Closed -$880 – 176
2022
Q4 		$880 Buy
+35
New +$877 ﹤0.01% 180

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 22.9% 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 $3.38T AUM 44.17% 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 $67.3B AUM 21.9% 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 $7B AUM 14.85% 1-Year Est. Return

FWL Investment Management's SPAB Position: Q4 2023 in Review

FWL Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 70 shares — an estimated $1.7K sold.

FWL Investment Management first reported a position in SPAB in Q4 2022 and held it in 2 quarters. The position peaked at $1.7K in Q3 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • FWL Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • FWL Investment Management sold 70 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $1.7K.
  • FWL Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • FWL Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.7K in Q3 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on FWL Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.