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MONECO Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MONECO 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
2023
Q4 		– Sell
-65,793
Closed -$1.6M – 392
2023
Q3 		$1.6M Sell
65,793
-23,735
-27% -$591K 0.43% 54
2023
Q2 		$2.27M Buy
89,528
+16,444
+23% +$421K 0.62% 31
2023
Q1 		$1.88M Buy
+73,084
New +$1.87M 0.55% 39

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 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 $21.3B AUM 22.13% 1-Year Est. Return

MONECO Advisors's SPAB Position: Q4 2023 in Review

MONECO Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 65,793 shares — an estimated $1.6M sold.

MONECO Advisors first reported a position in SPAB in Q1 2023 and held it in 3 quarters. The position peaked at $2.27M in Q2 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • MONECO Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 65,793 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $1.6M.
  • MONECO Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and held it in 3 quarters.
  • MONECO Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.27M in Q2 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.