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Glen Eagle Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Glen Eagle 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
2023
Q1 		– Sell
-246
Closed -$6.17K – 1197
2022
Q4 		$6.17K Buy
+246
New +$6.16K ﹤0.01% 681
2022
Q2 		– Sell
-495
Closed -$13.8K – 1025
2022
Q1 		$13.8K Hold
495
– – ﹤0.01% 564
2021
Q4 		$14.7K Hold
495
– – ﹤0.01% 555
2021
Q3 		$14.8K Hold
495
– – ﹤0.01% 613
2021
Q2 		$14.9K Hold
495
– – ﹤0.01% 614
2021
Q1 		$14.7K Hold
495
– – 0.01% 590
2020
Q4 		$15.2K Hold
495
– – 0.01% 548
2020
Q3 		$15.3K Hold
495
– – 0.01% 510
2020
Q2 		$15.3K Hold
495
– – 0.01% 485
2020
Q1 		$15K Hold
495
– – 0.01% 454
2019
Q4 		$14.5K Buy
+495
New +$14.6K 0.01% 514

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Glen Eagle Advisors's SPAB Position: Q1 2023 in Review

Glen Eagle Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 246 shares — an estimated $6.17K sold.

Glen Eagle Advisors first reported a position in SPAB in Q4 2019 and held it in 11 quarters. The position peaked at $15.3K in Q2 2020. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Glen Eagle Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 246 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $6.17K.
  • Glen Eagle Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 11 quarters.
  • Glen Eagle Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $15.3K in Q2 2020.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Glen Eagle Advisors's 13F filing for Q1 2023, filed 13 Aug 2024.