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

Rainsberger 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
2023 Q4	$7.47M	Buy	+291,475	New	+$7.17M	4.08%	7

Other funds holding SPAB

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.46B AUM 18.45% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 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 $21.3B AUM 22.13% 1-Year Est. Return

Rainsberger Wealth Advisors's SPAB Position: Q4 2023 in Review

Rainsberger Wealth Advisors opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023: 291,475 shares worth $7.47M. The stake represents 4.08% of the portfolio and ranks #7 among its holdings.

445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Rainsberger Wealth Advisors held 291,475 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $7.47M as of Q4 2023.
State Street SPDR Portfolio Aggregate Bond ETF was a new Rainsberger Wealth Advisors position in Q4 2023.
State Street SPDR Portfolio Aggregate Bond ETF made up 4.08% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #7 holding.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.