SWTS
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Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q1 		– Sell
-44,199
Closed -$1.1M – 84
2024
Q4 		$1.1M Buy
+44,199
New +$1.12M 1.2% 23

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's SPAB Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 44,199 shares — an estimated $1.1M sold.

Stonehaven Wealth & Tax Solutions first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 44,199 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $1.1M.
  • Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.1M in Q4 2024.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.