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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$167K Sell
6,683
-57
-0.8% -$1.45K 0.12% 112
2024
Q3 		$176K Sell
6,740
-70
-1% -$1.8K 0.05% 266
2024
Q2 		$170K Sell
6,810
-1,004
-13% -$25K 0.05% 266
2024
Q1 		$198K Sell
7,814
-4,534
-37% -$115K 0.06% 243
2023
Q4 		$316K Buy
12,348
+79
+0.6% +$1.94K 0.1% 176
2023
Q3 		$299K Buy
+12,269
New +$306K 0.11% 166
2023
Q1 		$226K Buy
+8,750
New +$224K 0.09% 187
2022
Q4 		– Sell
-1,433
Closed -$35K – 1008
2022
Q3 		$35K Buy
+1,433
New +$37.6K 0.01% 464

Other funds holding SPAB

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPAB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.85% in Q4 2024, selling an estimated $1.45K and leaving 6,683 shares worth $167K. The position accounts for 0.12% of the portfolio, ranked #112.

Householder Group Estate & Retirement Specialist first reported a position in SPAB in Q3 2022 and has held it in 8 quarters since. The position peaked at $316K in Q4 2023. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 6,683 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $167K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 57 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $1.45K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.12% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #112 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $316K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.