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

West Financial 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
2023
Q2 		– Sell
-151
Closed -$3.9K – 198
2023
Q1 		$3.9K Hold
151
– – ﹤0.01% 130
2022
Q4 		$3.79K Hold
151
– – ﹤0.01% 128
2022
Q3 		$4K Hold
151
– – ﹤0.01% 155
2022
Q2 		$4K Hold
151
– – ﹤0.01% 143
2022
Q1 		$4K Buy
151
+78
+107% +$2.23K ﹤0.01% 171
2021
Q4 		$2K Hold
73
– – ﹤0.01% 166
2021
Q3 		$2K Hold
73
– – ﹤0.01% 146
2021
Q2 		$2K Hold
73
– – ﹤0.01% 141
2021
Q1 		$2K Hold
73
– – ﹤0.01% 147
2020
Q4 		$2K Buy
+73
New +$2.24K ﹤0.01% 142

Other funds holding SPAB

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

West Financial Advisors's SPAB Position: Q2 2023 in Review

West Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2023, closing a stake of 151 shares — an estimated $3.9K sold.

West Financial Advisors first reported a position in SPAB in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q3 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q2 2023.

  • West Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 151 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2023, an estimated $3.9K.
  • West Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 10 quarters.
  • West Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.