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Vericrest Private Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vericrest Private Wealth’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
2022
Q2 		$206K Sell
7,806
-924
-11% -$24.6K 0.25% 39
2022
Q1 		$243K Sell
8,730
-182
-2% -$5.2K 0.25% 38
2021
Q4 		$264K Buy
+8,912
New +$265K 0.24% 38

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vericrest Private Wealth's SPAB Position: Q2 2022 in Review

Vericrest Private Wealth reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 11% in Q2 2022, selling an estimated $24.6K and leaving 7,806 shares worth $206K. The position accounts for 0.25% of the portfolio, ranked #39.

Vericrest Private Wealth first reported a position in SPAB in Q4 2021 and has held it in 3 quarters since. The position peaked at $264K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Vericrest Private Wealth held 7,806 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $206K as of Q2 2022.
  • Vericrest Private Wealth sold 924 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $24.6K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.25% of Vericrest Private Wealth's portfolio in Q2 2022, its #39 holding.
  • Vericrest Private Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Vericrest Private Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $264K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.