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Peterson Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Peterson Wealth 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
2021
Q3 		– Sell
-21,411
Closed -$643K – 54
2021
Q2 		$643K Buy
21,411
+361
+2% +$10.8K 0.23% 31
2021
Q1 		$624K Sell
21,050
-178
-0.8% -$5.37K 0.25% 27
2020
Q4 		$654K Buy
21,228
+569
+3% +$17.5K 0.29% 25
2020
Q3 		$637K Buy
20,659
+1,806
+10% +$55.9K 0.33% 25
2020
Q2 		$582K Sell
18,853
-405
-2% -$12.4K 0.31% 26
2020
Q1 		$582K Buy
19,258
+4,401
+30% +$131K 0.38% 26
2019
Q4 		$437K Buy
14,857
+285
+2% +$8.4K 0.25% 25
2019
Q3 		$432K Sell
14,572
-1,354
-9% -$39.8K 0.26% 26
2019
Q2 		$465K Sell
15,926
-1,055
-6% -$30.2K 0.29% 25
2019
Q1 		$481K Buy
16,981
+2,492
+17% +$70K 0.32% 23
2018
Q4 		$404K Sell
14,489
-977
-6% -$26.9K 0.32% 23
2018
Q3 		$429K Buy
15,466
+42
+0.3% +$1.17K 0.31% 27
2018
Q2 		$430K Sell
15,424
-15
-0.1% -$418 0.35% 27
2018
Q1 		$435K Buy
+15,439
New +$436K 0.36% 30

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Peterson Wealth Advisors's SPAB Position: Q3 2021 in Review

Peterson Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2021, closing a stake of 21,411 shares — an estimated $643K sold.

Peterson Wealth Advisors first reported a position in SPAB in Q1 2018 and held it in 14 quarters. The position peaked at $654K in Q4 2020. 359 funds tracked by Wall St. Rank hold SPAB as of Q3 2021.

  • Peterson Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Peterson Wealth Advisors sold 21,411 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2021, an estimated $643K.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and held it in 14 quarters.
  • Peterson Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $654K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2021.

Based on Peterson Wealth Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.