Snowden Capital Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Snowden Capital 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 Q1	–	Sell	-29,649	Closed	-$760K	–	1210
2023 Q4	$760K	Buy	+29,649	New	+$729K	0.03%	515
2023 Q1	–	Sell	-26,159	Closed	-$657K	–	1186
2022 Q4	$657K	Buy	+26,159	New	+$655K	0.03%	594
2022 Q1	–	Sell	-31,527	Closed	-$933K	–	1920
2021 Q4	$933K	Buy	+31,527	New	+$937K	0.05%	347

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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

Snowden Capital Advisors's SPAB Position: Q1 2024 in Review

Snowden Capital Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 29,649 shares — an estimated $760K sold.

Snowden Capital Advisors first reported a position in SPAB in Q4 2021 and held it in 3 quarters. The position peaked at $933K in Q4 2021. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

Snowden Capital Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
Snowden Capital Advisors sold 29,649 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $760K.
Snowden Capital Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 3 quarters.
Snowden Capital Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $933K in Q4 2021.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on Snowden Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.