True Link Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

True Link Financial 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
2024 Q1	–	Sell	-35,719	Closed	-$916K	–	73
2023 Q4	$916K	Sell	35,719 -28,055	-44%	-$690K	0.1%	28
2023 Q3	$1.55M	Sell	63,774 -400	-0.6%	-$9.97K	0.19%	33
2023 Q2	$1.63M	Hold	64,174	–	–	0.2%	33
2023 Q1	$1.66M	Hold	64,174	–	–	0.21%	34
2022 Q4	$1.61M	Buy	64,174 +3,470	+6%	+$86.9K	0.22%	33
2022 Q3	$1.51M	Hold	60,704	–	–	0.22%	39
2022 Q2	$1.6M	Hold	60,704	–	–	0.24%	44
2022 Q1	$1.69M	Sell	60,704 -5,720	-9%	-$163K	0.24%	43
2021 Q4	$1.97M	Sell	66,424 -325	-0.5%	-$9.66K	0.26%	46
2021 Q3	$1.99M	Buy	66,749 +750	+1%	+$22.6K	0.27%	41
2021 Q2	$1.98M	Buy	65,999 +5,000	+8%	+$149K	0.29%	40
2021 Q1	$1.81M	Buy	60,999 +6,500	+12%	+$196K	0.26%	47
2020 Q4	$1.68M	Buy	+54,499	New	+$1.67M	0.26%	49

Other funds holding SPAB

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $21.8B AUM 28.57% 1-Year Est. Return

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

True Link Financial Advisors's SPAB Position: Q1 2024 in Review

True Link Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2024, closing a stake of 35,719 shares — an estimated $916K sold.

True Link Financial Advisors first reported a position in SPAB in Q4 2020 and held it in 13 quarters. The position peaked at $1.99M in Q3 2021. 439 funds tracked by Wall St. Rank hold SPAB as of Q1 2024.

True Link Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 35,719 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2024, an estimated $916K.
True Link Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 13 quarters.
True Link Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.99M in Q3 2021.
439 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.