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

Wipfli 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
2022
Q3 		$1.95M Buy
78,044
+34,145
+78% +$895K 0.14% 69
2022
Q2 		$1.16M Sell
43,899
-17,183
-28% -$458K 0.13% 35
2022
Q1 		$1.7M Buy
+61,082
New +$1.75M 0.17% 32

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Wipfli Financial Advisors's SPAB Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 78% in Q3 2022, buying an estimated $895K and bringing the position to 78,044 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #69.

Wipfli Financial Advisors first reported a position in SPAB in Q1 2022 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

  • Wipfli Financial Advisors held 78,044 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1.95M as of Q3 2022.
  • Wipfli Financial Advisors bought 34,145 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $895K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.14% of Wipfli Financial Advisors's portfolio in Q3 2022, its #69 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.