GYL Financial Synergies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

GYL Financial Synergies’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 Q2	–	Sell	-158,940	Closed	-$4.1M	–	352
2023 Q1	$4.1M	Sell	158,940 -3,049	-2%	-$78K	0.49%	52
2022 Q4	$4.07M	Sell	161,989 -81,762	-34%	-$2.05M	0.88%	26
2022 Q3	$6.08M	Sell	243,751 -21,673	-8%	-$568K	1.66%	15
2022 Q2	$6.99M	Sell	265,424 -5,380	-2%	-$143K	1.91%	11
2022 Q1	$7.53M	Sell	270,804 -13,101	-5%	-$374K	1.8%	12
2021 Q4	$8.41M	Buy	283,905 +268,782	+1,777%	+$7.99M	2.27%	10
2021 Q3	$451K	Buy	+15,123	New	+$456K	0.23%	110

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GYL Financial Synergies's SPAB Position: Q2 2023 in Review

GYL Financial Synergies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 158,940 shares — an estimated $4.1M sold.

GYL Financial Synergies first reported a position in SPAB in Q3 2021 and held it in 7 quarters. The position peaked at $8.41M in Q4 2021. 416 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

GYL Financial Synergies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
GYL Financial Synergies sold 158,940 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $4.1M.
GYL Financial Synergies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 7 quarters.
GYL Financial Synergies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.41M in Q4 2021.
416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.