SWA
SPAB icon

Stratos Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stratos Wealth Advisors’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
Q3 		– Sell
-8,436
Closed -$214K – 713
2023
Q2 		$214K Buy
+8,436
New +$216K 0.02% 588
2022
Q2 		– Sell
-38,005
Closed -$1.06M – 550
2022
Q1 		$1.06M Sell
38,005
-97,511
-72% -$2.79M 0.09% 265
2021
Q4 		$4.01M Buy
135,516
+55,162
+69% +$1.64M 0.29% 91
2021
Q3 		$2.4M Buy
80,354
+30,872
+62% +$931K 0.21% 137
2021
Q2 		$1.49M Sell
49,482
-174
-0.4% -$5.19K 0.13% 190
2021
Q1 		$1.47M Sell
49,656
-9,982
-17% -$301K 0.16% 167
2020
Q4 		$1.84M Sell
59,638
-7,164
-11% -$220K 0.25% 100
2020
Q3 		$2.06M Sell
66,802
-2,220
-3% -$68.7K 0.5% 52
2020
Q2 		$2.13M Buy
+69,022
New +$2.11M 0.65% 44

Other funds holding SPAB

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