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ICA Group Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

ICA Group Wealth Management’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 		$3.84K Sell
153
-718
-82% -$17.9K ﹤0.01% 613
2024
Q1 		$22K Hold
871
– – ﹤0.01% 735
2023
Q4 		$22.3K Buy
+871
New +$21.4K 0.01% 697
2023
Q3 		– Sell
-1,021
Closed -$25.9K – 1069
2023
Q2 		$25.9K Hold
1,021
– – 0.01% 634
2023
Q1 		$26.3K Sell
1,021
-19
-2% -$486 0.01% 615
2022
Q4 		$26.1K Buy
+1,040
New +$26.1K 0.01% 640

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ICA Group Wealth Management's SPAB Position: Q2 2024 in Review

ICA Group Wealth Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 82% in Q2 2024, selling an estimated $17.9K and leaving 153 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

ICA Group Wealth Management first reported a position in SPAB in Q4 2022 and has held it in 6 quarters since. The position peaked at $26.3K in Q1 2023. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • ICA Group Wealth Management held 153 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.84K as of Q2 2024.
  • ICA Group Wealth Management sold 718 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $17.9K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #613 holding.
  • ICA Group Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $26.3K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.