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

Wetzel 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
Q3 		– Sell
-2,730
Closed -$69K – 775
2024
Q2 		$69K Hold
2,730
– – 0.04% 211
2024
Q1 		$67.2K Hold
2,730
– – 0.04% 217
2023
Q4 		$70K Buy
+2,730
New +$67.2K 0.04% 215

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $424B AUM 22.96% 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
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 $85.1B AUM 27.35% 1-Year Est. Return

Wetzel Investment Advisors's SPAB Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2024, closing a stake of 2,730 shares — an estimated $69K sold.

Wetzel Investment Advisors first reported a position in SPAB in Q4 2023 and held it in 3 quarters. The position peaked at $70K in Q4 2023. 462 funds tracked by Wall St. Rank hold SPAB as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,730 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2024, an estimated $69K.
  • Wetzel Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $70K in Q4 2023.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.