GFA
SPAB icon

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return