SAM
SPAB icon

Stone Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stone Asset 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
Q1 		– Sell
-13,825
Closed -$347K – 41
2022
Q4 		$347K Buy
+13,825
New +$346K 0.22% 36

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Stone Asset Management's SPAB Position: Q1 2023 in Review

Stone Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 13,825 shares — an estimated $347K sold.

Stone Asset Management first reported a position in SPAB in Q4 2022 and held it in 1 quarter. The position peaked at $347K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Stone Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Stone Asset Management sold 13,825 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $347K.
  • Stone Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Stone Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $347K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.