Rain Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rain Capital Management’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	-55	Closed	-$1.33K	–	94
2023 Q3	$1.33K	Buy	55 +1	+2%	+$25	﹤0.01%	85
2023 Q2	$1.37K	Hold	54	–	–	﹤0.01%	91
2023 Q1	$1.38K	Buy	54 +1	+2%	+$26	﹤0.01%	108
2022 Q4	$1.34K	Hold	53	–	–	﹤0.01%	90
2022 Q3	$1K	Hold	53	–	–	﹤0.01%	69
2022 Q2	$1K	Buy	+53	New	+$1.41K	﹤0.01%	58

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 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

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

Rain Capital Management's SPAB Position: Q4 2023 in Review

Rain Capital Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 55 shares — an estimated $1.33K sold.

Rain Capital Management first reported a position in SPAB in Q2 2022 and held it in 6 quarters. The position peaked at $1.38K in Q1 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Rain Capital Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Rain Capital Management sold 55 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $1.33K.
Rain Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 6 quarters.
Rain Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.38K in Q1 2023.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Rain Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.