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Keudell/Morrison Wealth Management’s State Street SPDR Portfolio Aggregate Bond Index 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 $468B AUM 17.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WealthSource Partners
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

Keudell/Morrison Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond Index 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. 417 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 Index 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 Index ETF shares in Q1 2023, an estimated $28.3M.
  • Keudell/Morrison Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond Index ETF in Q4 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's State Street SPDR Portfolio Aggregate Bond Index ETF position peaked at $28.3M in Q4 2022.
  • 417 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond Index ETF as of Q1 2023.

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