Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2025
Q1 		– Sell
-3,514
Closed -$87.9K – 1011
2024
Q4 		$87.9K Buy
+3,514
New +$89.3K ﹤0.01% 508

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SPAB Position: Q1 2025 in Review

Kayne Anderson Rudnick Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 3,514 shares — an estimated $87.9K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $87.9K in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Kayne Anderson Rudnick Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 3,514 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $87.9K.
  • Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $87.9K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2025, filed 14 May 2025.