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

Intrua Financial’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
2023 Q3	–	Sell	-8,196	Closed	-$208K	–	370
2023 Q2	$208K	Sell	8,196 -130	-2%	-$3.33K	0.04%	347
2023 Q1	$214K	Hold	8,326	–	–	0.04%	312
2022 Q4	$217K	Hold	8,326	–	–	0.05%	309
2022 Q3	$208K	Sell	8,326 -303	-4%	-$7.94K	0.06%	289
2022 Q2	$227K	Sell	8,629 -1,056	-11%	-$28.1K	0.05%	327
2022 Q1	$269K	Sell	9,685 -5,502	-36%	-$157K	0.05%	318
2021 Q4	$450K	Sell	15,187 -655	-4%	-$19.5K	0.08%	235
2021 Q3	$473K	Sell	15,842 -3,350	-17%	-$101K	0.09%	222
2021 Q2	$577K	Sell	19,192 -634	-3%	-$18.9K	0.14%	148
2021 Q1	$591K	Buy	+19,826	New	+$598K	0.15%	142

Other funds holding SPAB

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Intrua Financial's SPAB Position: Q3 2023 in Review

Intrua Financial sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 8,196 shares — an estimated $208K sold.

Intrua Financial first reported a position in SPAB in Q1 2021 and held it in 10 quarters. The position peaked at $591K in Q1 2021. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

Intrua Financial reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
Intrua Financial sold 8,196 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $208K.
Intrua Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 10 quarters.
Intrua Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $591K in Q1 2021.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Intrua Financial's 13F filing for Q3 2023, filed 28 May 2025.