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SJS Investment Consulting’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SJS Investment Consulting’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
-468
Closed -$11.8K – 1707
2024
Q1 		$11.8K Buy
+468
New +$11.8K ﹤0.01% 334

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Carson Wealth (CWM LLC)
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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

SJS Investment Consulting's SPAB Position: Q2 2024 in Review

SJS Investment Consulting sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 468 shares — an estimated $11.8K sold.

SJS Investment Consulting first reported a position in SPAB in Q1 2024 and held it in 1 quarter. The position peaked at $11.8K in Q1 2024. 456 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • SJS Investment Consulting reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 468 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $11.8K.
  • SJS Investment Consulting first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • SJS Investment Consulting's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11.8K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on SJS Investment Consulting's 13F filing for Q2 2024, filed 16 Jul 2024.