Summit Wealth Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Summit Wealth Partners’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
2022 Q2	–	Sell	-11,296	Closed	-$314K	–	180
2022 Q1	$314K	Sell	11,296 -957	-8%	-$27.3K	0.07%	123
2021 Q4	$363K	Sell	12,253 -1,856	-13%	-$55.2K	0.08%	113
2021 Q3	$421K	Sell	14,109 -827	-6%	-$24.9K	0.1%	99
2021 Q2	$448K	Sell	14,936 -3,148	-17%	-$93.9K	0.11%	98
2021 Q1	$536K	Sell	18,084 -5,560	-24%	-$168K	0.14%	87
2020 Q4	$728K	Sell	23,644 -38,430	-62%	-$1.18M	0.2%	70
2020 Q3	$1.91M	Buy	62,074 +3,853	+7%	+$119K	0.58%	35
2020 Q2	$1.8M	Buy	+58,221	New	+$1.78M	0.58%	37

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Wealth Partners's SPAB Position: Q2 2022 in Review

Summit Wealth Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 11,296 shares — an estimated $314K sold.

Summit Wealth Partners first reported a position in SPAB in Q2 2020 and held it in 8 quarters. The position peaked at $1.91M in Q3 2020. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

Summit Wealth Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
Summit Wealth Partners sold 11,296 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $314K.
Summit Wealth Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and held it in 8 quarters.
Summit Wealth Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.91M in Q3 2020.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.