Legacy Private Trust
SPAB icon

Legacy Private Trust’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Legacy Private Trust’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
Q3 		– Sell
-33,208
Closed -$875K – 230
2022
Q2 		$875K Buy
+33,208
New +$885K 0.08% 136

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Envestnet Asset Management
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RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cerity Partners OCIO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthSource Partners
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Legacy Private Trust's SPAB Position: Q3 2022 in Review

Legacy Private Trust sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 33,208 shares — an estimated $875K sold.

Legacy Private Trust first reported a position in SPAB in Q2 2022 and held it in 1 quarter. The position peaked at $875K in Q2 2022. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

  • Legacy Private Trust reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy Private Trust sold 33,208 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $875K.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Legacy Private Trust's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $875K in Q2 2022.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Legacy Private Trust's 13F filing for Q3 2022, filed 6 Oct 2022.