LWMG
SPAB icon

Levy Wealth Management Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Levy Wealth Management 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
Q2 		$15.8M Buy
628,721
+62,036
+11% +$1.55M 4.04% 6
2024
Q1 		$14.5M Hold
566,685
– – 4.08% 6
2023
Q4 		$14.5M Buy
566,685
+458,600
+424% +$11.3M 4.08% 6
2023
Q3 		$2.63M Buy
108,085
+9,916
+10% +$247K 0.82% 18
2023
Q2 		$2.49M Buy
98,169
+5,039
+5% +$129K 0.74% 19
2023
Q1 		$2.4M Sell
93,130
-249,639
-73% -$6.39M 0.74% 20
2022
Q4 		$8.61M Buy
342,769
+169,804
+98% +$4.25M 2.88% 8
2022
Q3 		$4.32M Buy
172,965
+112,313
+185% +$2.94M 1.86% 10
2022
Q2 		$1.6M Buy
+60,652
New +$1.62M 0.73% 22

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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 $21.3B AUM 22.13% 1-Year Est. Return