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Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Leicht Financial Planning & 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
-189,663
Closed -$4.77M – 27
2022
Q4 		$4.77M Buy
+189,663
New +$4.75M 3.2% 15

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPAB Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 189,663 shares — an estimated $4.77M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPAB in Q4 2022 and held it in 1 quarter. The position peaked at $4.77M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 189,663 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $4.77M.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.77M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.