SFC
SPAB icon

Strategic Financial Concepts’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-58,967
Closed -$1.51M – 353
2025
Q1 		$1.51M Sell
58,967
-2,525
-4% -$63.7K 0.28% 72
2024
Q4 		$1.54M Buy
+61,492
New +$1.56M 0.29% 74
2024
Q3 		– Sell
-194,236
Closed -$2.05M – 664
2024
Q2 		$2.05M Buy
194,236
+88,304
+83% +$2.2M 1.19% 24
2024
Q1 		$2.68M Buy
105,932
+759
+0.7% +$19.2K 0.65% 44
2023
Q4 		$2.7M Sell
105,173
-30,961
-23% -$762K 1.6% 20
2023
Q3 		$3.31M Buy
136,134
+64,003
+89% +$1.59M 1.12% 27
2023
Q2 		$1.83M Buy
72,131
+50,255
+230% +$1.29M 0.67% 41
2023
Q1 		$564K Buy
+21,876
New +$560K 0.23% 96

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return