Hexagon Capital Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Hexagon Capital Partners’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
2024 Q2	–	Sell	-8	Closed	-$202	–	1521
2024 Q1	$202	Sell	8 -1	-11%	-$25	﹤0.01%	1400
2023 Q4	$231	Buy	+9	New	+$221	﹤0.01%	1350
2023 Q2	–	Sell	-18	Closed	-$464	–	1484
2023 Q1	$464	Buy	+18	New	+$460	﹤0.01%	1274

Other funds holding SPAB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Hexagon Capital Partners's SPAB Position: Q2 2024 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 8 shares — an estimated $202 sold.

Hexagon Capital Partners first reported a position in SPAB in Q1 2023 and held it in 3 quarters. The position peaked at $464 in Q1 2023. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

Hexagon Capital Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Hexagon Capital Partners sold 8 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $202.
Hexagon Capital Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
Hexagon Capital Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $464 in Q1 2023.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Hexagon Capital Partners's 13F filing for Q2 2024, filed 12 Jul 2024.