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KerberRose Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

KerberRose Wealth 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
2022
Q2 		$768K Buy
+29,151
New +$777K 0.63% 37

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KerberRose Wealth Management's SPAB Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022: 29,151 shares worth $768K. The stake represents 0.63% of the portfolio and ranks #37 among its holdings.

400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • KerberRose Wealth Management held 29,151 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $768K as of Q2 2022.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.63% of KerberRose Wealth Management's portfolio in Q2 2022, its #37 holding.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.