Traverso Chambers Private Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Traverso Chambers Private 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	$29.1M	Buy	+1,134,340	New	+$27.9M	7.06%	2
2022 Q4	–	Sell	-412,288	Closed	-$10.3M	–	111
2022 Q3	$10.3M	Buy	412,288 +399,817	+3,206%	+$10.5M	3.15%	10
2022 Q2	$329K	Hold	12,471	–	–	0.11%	78
2022 Q1	$347K	Hold	12,471	–	–	0.1%	88
2021 Q4	$369K	Hold	12,471	–	–	0.11%	89
2021 Q3	$372K	Hold	12,471	–	–	0.12%	81
2021 Q2	$374K	Hold	12,471	–	–	0.12%	80
2021 Q1	$370K	Sell	12,471 -328	-3%	-$9.89K	0.12%	79
2020 Q4	$394K	Hold	12,799	–	–	0.14%	72
2020 Q3	$394K	Sell	12,799 -242	-2%	-$7.49K	0.15%	66
2020 Q2	$402K	Hold	13,041	–	–	0.17%	61
2020 Q1	$394K	Hold	13,041	–	–	0.19%	61
2019 Q4	$383K	Sell	13,041 -238	-2%	-$7.01K	0.16%	66
2019 Q3	$394K	Hold	13,279	–	–	0.19%	62
2019 Q2	$387K	Hold	13,279	–	–	0.19%	65
2019 Q1	$379K	Hold	13,279	–	–	0.19%	63
2018 Q4	$370K	Buy	+13,279	New	+$365K	0.2%	61

Other funds holding SPAB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.46B AUM 18.45% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Traverso Chambers Private Wealth Management's SPAB Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023: 1,134,340 shares worth $29.1M. The stake represents 7.06% of the portfolio and ranks #2 among its holdings. This is a return to the name: Traverso Chambers Private Wealth Management previously reported a position in SPAB as recently as Q3 2022.

Traverso Chambers Private Wealth Management first reported a position in SPAB in Q4 2018 and has held it in 17 quarters since. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,134,340 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $29.1M as of Q4 2023.
State Street SPDR Portfolio Aggregate Bond ETF was a new Traverso Chambers Private Wealth Management position in Q4 2023.
State Street SPDR Portfolio Aggregate Bond ETF made up 7.06% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #2 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 17 quarters since.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.