Lake Street Advisors Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$325K	Hold	13,020	–	–	0.02%	420
2024 Q3	$340K	Hold	13,020	–	–	0.02%	416
2024 Q2	$327K	Hold	13,020	–	–	0.02%	424
2024 Q1	$329K	Hold	13,020	–	–	0.02%	441
2023 Q4	$334K	Buy	+13,020	New	+$320K	0.02%	407
2023 Q1	–	Sell	-47,553	Closed	-$1.2M	–	359
2022 Q4	$1.2M	Sell	47,553 -35,749	-43%	-$896K	0.08%	140
2022 Q3	$2.08M	Buy	+83,302	New	+$2.18M	0.15%	97

Other funds holding SPAB

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

CCWA

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

RIG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lake Street Advisors Group's SPAB Position: Q4 2024 in Review

Lake Street Advisors Group held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q4 2024 at 13,020 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #420.

Lake Street Advisors Group first reported a position in SPAB in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.08M in Q3 2022. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

Lake Street Advisors Group held 13,020 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $325K as of Q4 2024.
Lake Street Advisors Group left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q4 2024.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #420 holding.
Lake Street Advisors Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and has held it in 7 quarters since.
Lake Street Advisors Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.08M in Q3 2022.
500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.