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

Gibson 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
Q2 		– Sell
-6,600
Closed -$183K – 130
2022
Q1 		$183K Hold
6,600
– – 0.19% 29
2021
Q4 		$195K Buy
+6,600
New +$196K 0.2% 25

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gibson Wealth Advisors's SPAB Position: Q2 2022 in Review

Gibson Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 6,600 shares — an estimated $183K sold.

Gibson Wealth Advisors first reported a position in SPAB in Q4 2021 and held it in 2 quarters. The position peaked at $195K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Gibson Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Gibson Wealth Advisors sold 6,600 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $183K.
  • Gibson Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Gibson Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $195K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Gibson Wealth Advisors's 13F filing for Q2 2022, filed 7 Sep 2022.