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

Tradition 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
2023
Q4 		– Sell
-1,071
Closed -$26K – 1360
2023
Q3 		$26K Hold
1,071
– – ﹤0.01% 782
2023
Q2 		$27K Buy
+1,071
New +$27.4K ﹤0.01% 804

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 22.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Tradition Wealth Management's SPAB Position: Q4 2023 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 1,071 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in SPAB in Q2 2023 and held it in 2 quarters. The position peaked at $27K in Q2 2023. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

  • Tradition Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,071 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $26K.
  • Tradition Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $27K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.