Truvestments Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Truvestments Capital’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 Q4	–	Sell	-728	Closed	-$19K	–	1054
2024 Q3	$19K	Buy	+728	New	+$18.8K	0.01%	496
2023 Q3	–	Sell	-569	Closed	-$14.4K	–	710
2023 Q2	$14.4K	Hold	569	–	–	0.01%	417
2023 Q1	$14.7K	Hold	569	–	–	0.01%	403
2022 Q4	$14.3K	Hold	569	–	–	0.01%	421
2022 Q3	$14K	Hold	569	–	–	0.01%	378
2022 Q2	$15K	Buy	+569	New	+$15.2K	0.01%	372

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

CCWA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truvestments Capital's SPAB Position: Q4 2024 in Review

Truvestments Capital sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 728 shares — an estimated $19K sold.

Truvestments Capital first reported a position in SPAB in Q2 2022 and held it in 6 quarters. The position peaked at $19K in Q3 2024. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

Truvestments Capital reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Truvestments Capital sold 728 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $19K.
Truvestments Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 6 quarters.
Truvestments Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $19K in Q3 2024.
500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Truvestments Capital's 13F filing for Q4 2024, filed 10 Feb 2025.