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Jaffetilchin Investment Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-2,025
Closed -$52.9K – 1158
2024
Q3 		$52.9K Buy
+2,025
New +$52.2K ﹤0.01% 572
2024
Q1 		– Sell
-232,712
Closed -$5.97M – 391
2023
Q4 		$5.97M Buy
+232,712
New +$5.72M 0.58% 36

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 $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
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 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $7.56B AUM 23.82% 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

Jaffetilchin Investment Partners's SPAB Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 2,025 shares — an estimated $52.9K sold.

Jaffetilchin Investment Partners first reported a position in SPAB in Q4 2023 and held it in 2 quarters. The position peaked at $5.97M in Q4 2023. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,025 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $52.9K.
  • Jaffetilchin Investment Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.97M in Q4 2023.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.