Gallagher Fiduciary Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Gallagher Fiduciary 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 Q3	–	Sell	-9,802	Closed	-$246K	–	299
2024 Q2	$246K	Sell	9,802 -405	-4%	-$10.1K	0.06%	196
2024 Q1	$258K	Sell	10,207 -415	-4%	-$10.5K	0.01%	162
2023 Q4	$272K	Buy	10,622 +408	+4%	+$10K	0.01%	153
2023 Q3	$249K	Sell	10,214 -238	-2%	-$5.93K	0.02%	148
2023 Q2	$265K	Buy	10,452 +293	+3%	+$7.5K	0.02%	174
2023 Q1	$262K	Buy	+10,159	New	+$260K	0.02%	166

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gallagher Fiduciary Advisors's SPAB Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 9,802 shares — an estimated $246K sold.

Gallagher Fiduciary Advisors first reported a position in SPAB in Q1 2023 and held it in 6 quarters. The position peaked at $272K in Q4 2023. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

Gallagher Fiduciary Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 9,802 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $246K.
Gallagher Fiduciary Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
Gallagher Fiduciary Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $272K in Q4 2023.
462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.