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SPAB icon

TCWP’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

TCWP’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
Q2 		– Sell
-10,939
Closed -$282K – 240
2023
Q1 		$282K Buy
10,939
+2,195
+25% +$56.2K 0.05% 204
2022
Q4 		$220K Buy
+8,744
New +$219K 0.04% 240

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $7B AUM 14.85% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCWP's SPAB Position: Q2 2023 in Review

TCWP sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 10,939 shares — an estimated $282K sold.

TCWP first reported a position in SPAB in Q4 2022 and held it in 2 quarters. The position peaked at $282K in Q1 2023. 416 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

  • TCWP reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 10,939 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $282K.
  • TCWP first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 2 quarters.
  • TCWP's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $282K in Q1 2023.
  • 416 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.