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Vickerman Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vickerman Investment 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
Q2 		– Sell
-18,454
Closed -$467K – 65
2024
Q1 		$467K Sell
18,454
-1,775
-9% -$44.9K 0.15% 54
2023
Q4 		$519K Sell
20,229
-4,432
-18% -$109K 0.18% 54
2023
Q3 		$600K Buy
24,661
+1,316
+6% +$32.8K 0.25% 54
2023
Q2 		$592K Sell
23,345
-541
-2% -$13.8K 0.23% 56
2023
Q1 		$616K Buy
23,886
+615
+3% +$15.7K 0.24% 55
2022
Q4 		$585K Sell
23,271
-27,236
-54% -$682K 0.27% 58
2022
Q3 		$1.26M Buy
50,507
+1,253
+3% +$32.8K 0.61% 46
2022
Q2 		$1.3M Buy
49,254
+28,856
+141% +$769K 0.61% 49
2022
Q1 		$537K Buy
20,398
+95
+0.5% +$2.71K 0.24% 61
2021
Q4 		$601K Sell
20,303
-28,665
-59% -$852K 0.24% 61
2021
Q3 		$1.46M Buy
+48,968
New +$1.48M 0.58% 47

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vickerman Investment Advisors's SPAB Position: Q2 2024 in Review

Vickerman Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 18,454 shares — an estimated $467K sold.

Vickerman Investment Advisors first reported a position in SPAB in Q3 2021 and held it in 11 quarters. The position peaked at $1.46M in Q3 2021. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • Vickerman Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Vickerman Investment Advisors sold 18,454 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $467K.
  • Vickerman Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 11 quarters.
  • Vickerman Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.46M in Q3 2021.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Vickerman Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.