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Main Line Retirement Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Main Line Retirement Advisors’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
Q1 		– Sell
-28,194
Closed -$723K – 37
2023
Q4 		$723K Buy
+28,194
New +$694K 0.63% 19

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Main Line Retirement Advisors's SPAB Position: Q1 2024 in Review

Main Line Retirement Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 28,194 shares — an estimated $723K sold.

Main Line Retirement Advisors first reported a position in SPAB in Q4 2023 and held it in 1 quarter. The position peaked at $723K in Q4 2023. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Main Line Retirement Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Main Line Retirement Advisors sold 28,194 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $723K.
  • Main Line Retirement Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Main Line Retirement Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $723K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Main Line Retirement Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.