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NC
NewSquare Capital’s
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
Stock Holding History
NewSquare Capital’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
–
Hold
0
–
–
–
463
2024
Q1
–
Sell
-29
Closed
-$733
–
519
2023
Q4
$744
Hold
29
–
–
﹤0.01%
424
2023
Q3
$706
Buy
+29
New
+$723
﹤0.01%
516
2022
Q3
–
Hold
0
–
–
–
546
2022
Q2
–
Hold
0
–
–
–
494
2022
Q1
–
Hold
0
–
–
–
465
2021
Q4
–
Hold
0
–
–
–
397
2021
Q3
–
Hold
0
–
–
–
390
2021
Q2
–
Hold
0
–
–
–
378
2021
Q1
–
Hold
0
–
–
–
366
2020
Q4
–
Hold
0
–
–
–
394
2020
Q3
–
Sell
-560,649
Closed
-$17.4M
–
411
2020
Q2
$17.3M
Sell
560,649
-235,990
-30%
-$7.21M
2.95%
7
2020
Q1
$24.1M
Buy
+796,639
New
+$23.7M
4.46%
4
Other funds holding SPAB
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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
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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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