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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$19.6K Buy
778
+389
+100% +$9.74K ﹤0.01% 665
2022
Q3 		$10K Sell
389
-4,030
-91% -$106K ﹤0.01% 659
2022
Q2 		$116K Sell
4,419
-1,137
-20% -$30.3K 0.04% 311
2022
Q1 		$154K Buy
+5,556
New +$159K 0.04% 314
2021
Q3 		$132K Sell
4,420
-61
-1% -$1.84K 0.05% 293
2021
Q2 		$134K Buy
+4,481
New +$134K 0.05% 289

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPAB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 100% in Q4 2022, buying an estimated $9.74K and bringing the position to 778 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Heritage Wealth Management (Arizona) first reported a position in SPAB in Q2 2021 and has held it in 6 quarters since. The position peaked at $154K in Q1 2022. 421 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 778 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $19.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 389 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $9.74K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #665 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $154K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.