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Pension & Wealth Management Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Pension & Wealth Management 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
2024
Q1 		– Sell
-390
Closed -$10K – 369
2023
Q4 		$10K Buy
+390
New +$9.59K 0.01% 248

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pension & Wealth Management Advisors's SPAB Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 390 shares — an estimated $10K sold.

Pension & Wealth Management Advisors first reported a position in SPAB in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

  • Pension & Wealth Management Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 390 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $10K.
  • Pension & Wealth Management Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.