GLLW
SPAB icon

Graves Light Lenhart Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Graves Light Lenhart Wealth’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
2025
Q1 		– Sell
-8,536
Closed -$213K – 191
2024
Q4 		$213K Buy
+8,536
New +$217K 0.03% 172

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $59.8B AUM 29.42% 1-Year Est. Return

Graves Light Lenhart Wealth's SPAB Position: Q1 2025 in Review

Graves Light Lenhart Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 8,536 shares — an estimated $213K sold.

Graves Light Lenhart Wealth first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Graves Light Lenhart Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 8,536 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $213K.
  • Graves Light Lenhart Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $213K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.