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Sage Mountain Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sage Mountain 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
2024
Q2 		– Sell
-6,967
Closed -$176K – 442
2024
Q1 		$176K Buy
+6,967
New +$176K 0.02% 325

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sage Mountain Advisors's SPAB Position: Q2 2024 in Review

Sage Mountain Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 6,967 shares — an estimated $176K sold.

Sage Mountain Advisors first reported a position in SPAB in Q1 2024 and held it in 1 quarter. The position peaked at $176K in Q1 2024. 456 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • Sage Mountain Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,967 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $176K.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $176K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.