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Northwest Investment Counselors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Northwest Investment Counselors’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
-4,884
Closed -$119K – 469
2023
Q3 		$119K Hold
4,884
– – 0.03% 169
2023
Q2 		$124K Buy
+4,884
New +$125K 0.03% 168

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $7.56B AUM 23.82% 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

Northwest Investment Counselors's SPAB Position: Q4 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 4,884 shares — an estimated $119K sold.

Northwest Investment Counselors first reported a position in SPAB in Q2 2023 and held it in 2 quarters. The position peaked at $124K in Q2 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 4,884 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $119K.
  • Northwest Investment Counselors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Northwest Investment Counselors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $124K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.