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Investment House LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Investment House LLC’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
Q3 		– Sell
-19,800
Closed -$497K – 213
2024
Q2 		$497K Buy
+19,800
New +$494K 0.03% 160

Other funds holding SPAB

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $424B AUM 22.9% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Investment House LLC's SPAB Position: Q3 2024 in Review

Investment House LLC sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 19,800 shares — an estimated $497K sold.

Investment House LLC first reported a position in SPAB in Q2 2024 and held it in 1 quarter. The position peaked at $497K in Q2 2024. 463 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • Investment House LLC reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Investment House LLC sold 19,800 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $497K.
  • Investment House LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Investment House LLC's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $497K in Q2 2024.
  • 463 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Investment House LLC's 13F filing for Q3 2024, filed 7 Nov 2024.