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MGO Private Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MGO Private Wealth’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
-113,563
Closed -$2.85M – 118
2022
Q4 		$2.85M Buy
113,563
+85,011
+298% +$2.13M 1.3% 24
2022
Q3 		$712K Buy
+28,552
New +$748K 0.34% 57

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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

MGO Private Wealth's SPAB Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 113,563 shares — an estimated $2.85M sold.

MGO Private Wealth first reported a position in SPAB in Q3 2022 and held it in 2 quarters. The position peaked at $2.85M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 113,563 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $2.85M.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.85M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.