Key Bridge Compliance’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Key Bridge Compliance’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 Q3	$1.36M	Buy	+55,872	New	+$1.39M	0.43%	50

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Key Bridge Compliance's SPAB Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023: 55,872 shares worth $1.36M. The stake represents 0.43% of the portfolio and ranks #50 among its holdings.

406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

Key Bridge Compliance held 55,872 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.36M as of Q3 2023.
State Street SPDR Portfolio Aggregate Bond ETF was a new Key Bridge Compliance position in Q3 2023.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.43% of Key Bridge Compliance's portfolio in Q3 2023, its #50 holding.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.