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

Liberty 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
2021
Q4 		– Sell
-34
Closed -$1K – 960
2021
Q3 		$1K Hold
34
– – ﹤0.01% 1140
2021
Q2 		$1K Buy
+34
New +$1.01K ﹤0.01% 1034
2019
Q3 		– Sell
-1,151
Closed -$34K – 969
2019
Q2 		$34K Hold
1,151
– – 0.03% 316
2019
Q1 		$32K Hold
1,151
– – 0.02% 279
2018
Q4 		$32K Buy
+1,151
New +$31.6K 0.02% 255

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Liberty Wealth Management's SPAB Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021, closing a stake of 34 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SPAB in Q4 2018 and held it in 5 quarters. The position peaked at $34K in Q2 2019. 398 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

  • Liberty Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 34 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $34K in Q2 2019.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.