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HC Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

HC Financial 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
2022
Q2 		$30K Hold
1,134
– – 0.02% 155
2022
Q1 		$32K Sell
1,134
-83
-7% -$2.37K 0.02% 162
2021
Q4 		$36K Buy
+1,217
New +$36.2K 0.02% 162

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HC Financial Advisors's SPAB Position: Q2 2022 in Review

HC Financial Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2022 at 1,134 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #155.

HC Financial Advisors first reported a position in SPAB in Q4 2021 and has held it in 3 quarters since. The position peaked at $36K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • HC Financial Advisors held 1,134 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $30K as of Q2 2022.
  • HC Financial Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2022.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #155 holding.
  • HC Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $36K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.