LMKC
SPAB icon

L.M. Kohn & Company’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

L.M. Kohn & Company’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 		– Sell
-7,534
Closed -$210K – 248
2022
Q1 		$210K Buy
+7,534
New +$215K 0.08% 225

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 22.9% 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 $67.3B AUM 21.9% 1-Year Est. Return

L.M. Kohn & Company's SPAB Position: Q2 2022 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 7,534 shares — an estimated $210K sold.

L.M. Kohn & Company first reported a position in SPAB in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 7,534 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $210K.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $210K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.