SAG
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Spotlight Asset Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Spotlight Asset 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
2024
Q2 		$1.25K Buy
+50
New +$1.25K ﹤0.01% 249

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Spotlight Asset Group's SPAB Position: Q2 2024 in Review

Spotlight Asset Group opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024: 50 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #249 among its holdings.

455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • Spotlight Asset Group held 50 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.25K as of Q2 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF was a new Spotlight Asset Group position in Q2 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #249 holding.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.