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Tower View Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Tower View Wealth Management’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
Q1 		– Sell
-301
Closed -$7.52K – 206
2024
Q4 		$7.52K Buy
+301
New +$7.65K ﹤0.01% 136

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tower View Wealth Management's SPAB Position: Q1 2025 in Review

Tower View Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 301 shares — an estimated $7.52K sold.

Tower View Wealth Management first reported a position in SPAB in Q4 2024 and held it in 1 quarter. The position peaked at $7.52K in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

  • Tower View Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 301 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $7.52K.
  • Tower View Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Tower View Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7.52K in Q4 2024.
  • 510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Tower View Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.