KMWM
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Keudell/Morrison Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Keudell/Morrison 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
2023
Q1 		– Sell
-1,126,911
Closed -$28.3M – 192
2022
Q4 		$28.3M Buy
+1,126,911
New +$28.2M 9.09% 2

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Keudell/Morrison Wealth Management's SPAB Position: Q1 2023 in Review

Keudell/Morrison Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 1,126,911 shares — an estimated $28.3M sold.

Keudell/Morrison Wealth Management first reported a position in SPAB in Q4 2022 and held it in 1 quarter. The position peaked at $28.3M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Keudell/Morrison Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,126,911 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $28.3M.
  • Keudell/Morrison Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $28.3M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.