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ORG Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

ORG Partners’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
Q3 		– Sell
-965
Closed -$24K – 1352
2024
Q2 		$24K Buy
+965
New +$24.1K ﹤0.01% 1016
2024
Q1 		– Sell
-1,791
Closed -$45.9K – 1012
2023
Q4 		$45.9K Buy
1,791
+965
+117% +$23.7K 0.01% 536
2023
Q3 		$20.1K Sell
826
-139
-14% -$3.46K 0.01% 691
2023
Q2 		$24K Buy
+965
New +$24.7K ﹤0.01% 836

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ORG Partners's SPAB Position: Q3 2024 in Review

ORG Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 965 shares — an estimated $24K sold.

ORG Partners first reported a position in SPAB in Q2 2023 and held it in 4 quarters. The position peaked at $45.9K in Q4 2023. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • ORG Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 965 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $24K.
  • ORG Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
  • ORG Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $45.9K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.