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Gleason Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Gleason Group’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
-6,037
Closed -$151K – 252
2024
Q2 		$151K Buy
+6,037
New +$150K 0.03% 76

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cerity Partners
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gleason Group's SPAB Position: Q3 2024 in Review

Gleason Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 6,037 shares — an estimated $151K sold.

Gleason Group first reported a position in SPAB in Q2 2024 and held it in 1 quarter. The position peaked at $151K in Q2 2024. 463 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • Gleason Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gleason Group sold 6,037 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $151K.
  • Gleason Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Gleason Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $151K in Q2 2024.
  • 463 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Gleason Group's 13F filing for Q3 2024, filed 15 Oct 2024.