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O'Donnell Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

O'Donnell Financial Services’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
2022
Q2 		– Sell
-8,053
Closed -$224K – 44
2022
Q1 		$224K Sell
8,053
-49
-0.6% -$1.4K 0.1% 36
2021
Q4 		$235K Buy
8,102
+2
+0% +$59 0.11% 39
2021
Q3 		$242K Buy
+8,100
New +$244K 0.12% 41

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

O'Donnell Financial Services's SPAB Position: Q2 2022 in Review

O'Donnell Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 8,053 shares — an estimated $224K sold.

O'Donnell Financial Services first reported a position in SPAB in Q3 2021 and held it in 3 quarters. The position peaked at $242K in Q3 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • O'Donnell Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • O'Donnell Financial Services sold 8,053 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $224K.
  • O'Donnell Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 3 quarters.
  • O'Donnell Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $242K in Q3 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.