HBK Sorce Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

HBK Sorce Advisory’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	-12,650	Closed	-$318K	–	795
2022 Q4	$318K	Buy	+12,650	New	+$317K	0.01%	539
2022 Q3	–	Sell	-9,601	Closed	-$253K	–	640
2022 Q2	$253K	Buy	+9,601	New	+$256K	0.02%	373
2022 Q1	–	Sell	-9,594	Closed	-$284K	–	606
2021 Q4	$284K	Buy	9,594 +5	+0.1%	+$149	0.01%	456
2021 Q3	$286K	Buy	9,589 +4	+0%	+$121	0.02%	453
2021 Q2	$288K	Buy	9,585 +1,955	+26%	+$58.3K	0.02%	456
2021 Q1	$226K	Buy	+7,630	New	+$230K	0.01%	483

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

HBK Sorce Advisory's SPAB Position: Q1 2023 in Review

HBK Sorce Advisory sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 12,650 shares — an estimated $318K sold.

HBK Sorce Advisory first reported a position in SPAB in Q1 2021 and held it in 6 quarters. The position peaked at $318K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

HBK Sorce Advisory reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 12,650 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $318K.
HBK Sorce Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 6 quarters.
HBK Sorce Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $318K in Q4 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.