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

JNBA Financial Advisors’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
Q1 		– Sell
-1,376
Closed -$35.3K – 725
2023
Q4 		$35.3K Buy
1,376
+488
+55% +$12K ﹤0.01% 320
2023
Q3 		$21.6K Buy
888
+5
+0.6% +$125 ﹤0.01% 376
2023
Q2 		$22.4K Sell
883
-606
-41% -$15.5K ﹤0.01% 376
2023
Q1 		$38.4K Sell
1,489
-20
-1% -$512 0.01% 312
2022
Q4 		$37.9K Buy
1,509
+40
+3% +$1K 0.01% 308
2022
Q3 		$37K Buy
1,469
+74
+5% +$1.94K 0.01% 303
2022
Q2 		$37K Buy
1,395
+176
+14% +$4.69K 0.01% 309
2022
Q1 		$34K Sell
1,219
-82
-6% -$2.34K ﹤0.01% 338
2021
Q4 		$39K Sell
1,301
-428
-25% -$12.7K ﹤0.01% 334
2021
Q3 		$52K Sell
1,729
-3,654
-68% -$110K 0.01% 286
2021
Q2 		$162K Sell
5,383
-135
-2% -$4.03K 0.02% 201
2021
Q1 		$164K Sell
5,518
-327
-6% -$9.86K 0.02% 194
2020
Q4 		$180K Sell
5,845
-1,274
-18% -$39.1K 0.03% 181
2020
Q3 		$219K Sell
7,119
-1,159
-14% -$35.9K 0.04% 149
2020
Q2 		$255K Sell
8,278
-1,367
-14% -$41.8K 0.05% 131
2020
Q1 		$291K Sell
9,645
-2,926
-23% -$87K 0.07% 116
2019
Q4 		$369K Buy
12,571
+949
+8% +$28K 0.07% 111
2019
Q3 		$344K Buy
11,622
+36
+0.3% +$1.06K 0.07% 110
2019
Q2 		$338K Buy
11,586
+990
+9% +$28.3K 0.07% 114
2019
Q1 		$302K Buy
10,596
+9,716
+1,104% +$273K 0.06% 117
2018
Q4 		$25K Buy
+880
New +$24.2K 0.01% 279
2018
Q3 		– Sell
-2,196
Closed -$61K – 674
2018
Q2 		$61K Buy
2,196
+271
+14% +$7.55K 0.01% 207
2018
Q1 		$54K Buy
1,925
+721
+60% +$20.3K 0.01% 216
2017
Q4 		$35K Buy
+1,204
New +$34.7K 0.01% 259

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JNBA Financial Advisors's SPAB Position: Q1 2024 in Review

JNBA Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 1,376 shares — an estimated $35.3K sold.

JNBA Financial Advisors first reported a position in SPAB in Q4 2017 and held it in 24 quarters. The position peaked at $369K in Q4 2019. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • JNBA Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,376 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $35.3K.
  • JNBA Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 24 quarters.
  • JNBA Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $369K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.