SSWM
SPAB icon

Sheets Smith Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sheets Smith Wealth 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
-3,500
Closed -$85.2K – 474
2023
Q3 		$85.2K Buy
+3,500
New +$87.2K 0.01% 362
2020
Q4 		– Sell
-8,000
Closed -$246K – 343
2020
Q3 		$246K Hold
8,000
– – 0.04% 260
2020
Q2 		$247K Sell
8,000
-500
-6% -$15.3K 0.05% 217
2020
Q1 		$257K Hold
8,500
– – 0.05% 224
2019
Q4 		$250K Hold
8,500
– – 0.05% 289
2019
Q3 		$252K Buy
+8,500
New +$250K 0.05% 270

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return