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 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

Sheets Smith Wealth Management's SPAB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 3,500 shares — an estimated $85.2K sold.

Sheets Smith Wealth Management first reported a position in SPAB in Q3 2019 and held it in 6 quarters. The position peaked at $257K in Q1 2020. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Sheets Smith Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,500 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $85.2K.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 6 quarters.
Sheets Smith Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $257K in Q1 2020.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.