Valley Wealth Managers’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Valley Wealth Managers’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	-13,775	Closed	-$344K	–	410
2024 Q4	$344K	Buy	13,775 +4,098	+42%	+$104K	0.03%	170
2024 Q3	$253K	Hold	9,677	–	–	0.02%	178
2024 Q2	$243K	Hold	9,677	–	–	0.02%	183
2024 Q1	$245K	Hold	9,677	–	–	0.02%	181
2023 Q4	$248K	Sell	9,677 -1,940	-17%	-$47.7K	0.02%	175
2023 Q3	$283K	Buy	+11,617	New	+$289K	0.02%	164

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Valley Wealth Managers's SPAB Position: Q1 2025 in Review

Valley Wealth Managers sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2025, closing a stake of 13,775 shares — an estimated $344K sold.

Valley Wealth Managers first reported a position in SPAB in Q3 2023 and held it in 6 quarters. The position peaked at $344K in Q4 2024. 510 funds tracked by Wall St. Rank hold SPAB as of Q1 2025.

Valley Wealth Managers reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Valley Wealth Managers sold 13,775 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2025, an estimated $344K.
Valley Wealth Managers first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and held it in 6 quarters.
Valley Wealth Managers's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $344K in Q4 2024.
510 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.