PFS
SPAB icon

Prospera Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Prospera Financial Services’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
-3,889
Closed -$108K – 2473
2022
Q1 		$108K Sell
3,889
-4,446
-53% -$127K ﹤0.01% 1087
2021
Q4 		$247K Sell
8,335
-9,059
-52% -$269K 0.01% 765
2021
Q3 		$519K Buy
17,394
+290
+2% +$8.74K 0.03% 525
2021
Q2 		$513K Sell
17,104
-328
-2% -$9.78K 0.03% 529
2021
Q1 		$517K Sell
17,432
-730
-4% -$22K 0.03% 482
2020
Q4 		$559K Sell
18,162
-210
-1% -$6.45K 0.04% 398
2020
Q3 		$566K Sell
18,372
-9,800
-35% -$303K 0.22% 86
2020
Q2 		$869K Sell
28,172
-153
-0.5% -$4.67K 0.08% 255
2020
Q1 		$856K Buy
28,325
+5,079
+22% +$151K 0.09% 216
2019
Q4 		$683K Buy
23,246
+3,320
+17% +$97.9K 0.05% 317
2019
Q3 		$591K Buy
+19,926
New +$586K 0.06% 268

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's SPAB Position: Q2 2022 in Review

Prospera Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 3,889 shares — an estimated $108K sold.

Prospera Financial Services first reported a position in SPAB in Q3 2019 and held it in 11 quarters. The position peaked at $869K in Q2 2020. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Prospera Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,889 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $108K.
  • Prospera Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 11 quarters.
  • Prospera Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $869K in Q2 2020.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.