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

Ten Capital 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
2022 Q4	–	Sell	-1,760	Closed	-$44K	–	651
2022 Q3	$44K	Buy	+1,760	New	+$46.1K	0.02%	162
2022 Q1	–	Sell	-35	Closed	-$1K	–	537
2021 Q4	$1K	Buy	+35	New	+$1.04K	﹤0.01%	456
2021 Q3	–	Sell	-47,519	Closed	-$1.43M	–	496
2021 Q2	$1.43M	Sell	47,519 -68,311	-59%	-$2.04M	0.32%	69
2021 Q1	$3.43M	Sell	115,830 -123,177	-52%	-$3.72M	0.84%	34
2020 Q4	$7.36M	Sell	239,007 -2,738	-1%	-$84.1K	2.05%	13
2020 Q3	$7.45M	Buy	+241,745	New	+$7.48M	2.51%	10

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

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

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ten Capital Wealth Advisors's SPAB Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2022, closing a stake of 1,760 shares — an estimated $44K sold.

Ten Capital Wealth Advisors first reported a position in SPAB in Q3 2020 and held it in 6 quarters. The position peaked at $7.45M in Q3 2020. 421 funds tracked by Wall St. Rank hold SPAB as of Q4 2022.

Ten Capital Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,760 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2022, an estimated $44K.
Ten Capital Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and held it in 6 quarters.
Ten Capital Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.45M in Q3 2020.
421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.