IF
SPAB icon

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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 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 $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return