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

Personal Wealth 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
2022 Q2	–	Sell	-171,453	Closed	-$4.76M	–	50
2022 Q1	$4.76M	Buy	171,453 +8,750	+5%	+$250K	2.08%	14
2021 Q4	$4.82M	Sell	162,703 -16,861	-9%	-$501K	1.99%	13
2021 Q3	$5.36M	Buy	179,564 +22,329	+14%	+$673K	2.26%	12
2021 Q2	$4.72M	Buy	157,235 +68,087	+76%	+$2.03M	1.9%	13
2021 Q1	$2.64M	Buy	+89,148	New	+$2.69M	1.19%	20

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Personal Wealth Partners's SPAB Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 171,453 shares — an estimated $4.76M sold.

Personal Wealth Partners first reported a position in SPAB in Q1 2021 and held it in 5 quarters. The position peaked at $5.36M in Q3 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

Personal Wealth Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 171,453 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $4.76M.
Personal Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2021 and held it in 5 quarters.
Personal Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.36M in Q3 2021.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.