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Private Capital Management (Colorado)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Private Capital Management (Colorado)’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
2023
Q4 		– Sell
-229
Closed -$5.57K – 227
2023
Q3 		$5.57K Buy
+229
New +$5.71K ﹤0.01% 213

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Private Capital Management (Colorado)'s SPAB Position: Q4 2023 in Review

Private Capital Management (Colorado) sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 229 shares — an estimated $5.57K sold.

Private Capital Management (Colorado) first reported a position in SPAB in Q3 2023 and held it in 1 quarter. The position peaked at $5.57K in Q3 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • Private Capital Management (Colorado) reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 229 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $5.57K.
  • Private Capital Management (Colorado) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.57K in Q3 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2023, filed 9 Jan 2024.