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SFG
SNS Financial Group’s
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
Stock Holding History
SNS Financial Group’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
Q2
–
Sell
-48,065
Closed
-$1.24M
–
191
2023
Q1
$1.24M
Buy
48,065
+294
+0.6%
+$7.52K
0.16%
72
2022
Q4
$1.2M
Sell
47,771
-5,921
-11%
-$148K
0.16%
77
2022
Q3
$1.34M
Buy
53,692
+6,348
+13%
+$166K
0.19%
71
2022
Q2
$1.25M
Sell
47,344
-1,040
-2%
-$27.7K
0.16%
78
2022
Q1
$1.34M
Sell
48,384
-943
-2%
-$26.9K
0.16%
82
2021
Q4
$1.46M
Sell
49,327
-777
-2%
-$23.1K
0.17%
86
2021
Q3
$1.5M
Buy
50,104
+189
+0.4%
+$5.7K
0.19%
77
2021
Q2
$1.5M
Buy
49,915
+2,591
+5%
+$77.3K
0.2%
74
2021
Q1
$1.4M
Buy
47,324
+4,394
+10%
+$133K
0.2%
79
2020
Q4
$1.32M
Buy
42,930
+1,200
+3%
+$36.9K
0.19%
75
2020
Q3
$1.29M
Buy
41,730
+3,517
+9%
+$109K
0.21%
70
2020
Q2
$1.18M
Buy
38,213
+1,598
+4%
+$48.8K
0.22%
69
2020
Q1
$1.11M
Sell
36,615
-6,707
-15%
-$199K
0.24%
82
2019
Q4
$1.27M
Buy
43,322
+4,820
+13%
+$142K
0.24%
73
2019
Q3
$1.14M
Buy
38,502
+1,028
+3%
+$30.2K
0.23%
70
2019
Q2
$1.09M
Sell
37,474
-418
-1%
-$12K
0.22%
75
2019
Q1
$1.08M
Buy
37,892
+1,983
+6%
+$55.7K
0.24%
69
2018
Q4
$1M
Sell
35,909
-1,183
-3%
-$32.5K
0.26%
71
2018
Q3
$1.03M
Buy
37,092
+3,619
+11%
+$101K
0.25%
70
2018
Q2
$934K
Buy
33,473
+12,642
+61%
+$352K
0.24%
63
2018
Q1
$587K
Buy
+20,831
New
+$588K
0.16%
81
Other funds holding SPAB
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RIG
RiverFront Investment Group
Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
GI
Gradient Investments
Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
WP
WealthSource Partners
San Luis Obispo, California
$1.54B AUM
16.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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