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VitalStone Financial’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

VitalStone Financial’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
Q3 		$1.15K Hold
44
– – ﹤0.01% 413
2024
Q2 		$1.1K Hold
44
– – ﹤0.01% 418
2024
Q1 		$1K Hold
44
– – ﹤0.01% 447
2023
Q4 		$1K Hold
44
– – ﹤0.01% 465
2023
Q3 		$1K Hold
44
– – ﹤0.01% 438
2023
Q2 		$1K Buy
+44
New +$1.13K ﹤0.01% 880

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VitalStone Financial's SPAB Position: Q3 2024 in Review

VitalStone Financial held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q3 2024 at 44 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

VitalStone Financial first reported a position in SPAB in Q2 2023 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • VitalStone Financial held 44 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.15K as of Q3 2024.
  • VitalStone Financial left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #413 holding.
  • VitalStone Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2023 and has held it in 6 quarters since.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.