Wiser Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wiser Wealth Management’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 Q4	–	Sell	-81,747	Closed	-$1.99M	–	38
2023 Q3	$1.99M	Buy	81,747 +3,513	+4%	+$87.5K	0.81%	17
2023 Q2	$1.98M	Buy	78,234 +3,455	+5%	+$88.4K	0.8%	18
2023 Q1	$1.93M	Buy	74,779 +3,809	+5%	+$97.4K	0.82%	17
2022 Q4	$1.78M	Sell	70,970 -1,877	-3%	-$47K	0.82%	18
2022 Q3	$1.82M	Buy	72,847 +1,176	+2%	+$30.8K	0.95%	17
2022 Q2	$1.89M	Sell	71,671 -1,389	-2%	-$37K	0.98%	19
2022 Q1	$2.03M	Buy	73,060 +1,288	+2%	+$36.8K	0.94%	16
2021 Q4	$2.13M	Sell	71,772 -93	-0.1%	-$2.77K	1.04%	15
2021 Q3	$2.15M	Sell	71,865 -7,868	-10%	-$237K	1.14%	15
2021 Q2	$2.39M	Buy	79,733 +4,981	+7%	+$149K	1.46%	15
2021 Q1	$2.22M	Buy	74,752 +7,886	+12%	+$238K	1.52%	15
2020 Q4	$2.06M	Buy	+66,866	New	+$2.05M	1.54%	16

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wiser Wealth Management's SPAB Position: Q4 2023 in Review

Wiser Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 81,747 shares — an estimated $1.99M sold.

Wiser Wealth Management first reported a position in SPAB in Q4 2020 and held it in 12 quarters. The position peaked at $2.39M in Q2 2021. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Wiser Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Wiser Wealth Management sold 81,747 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $1.99M.
Wiser Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 12 quarters.
Wiser Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.39M in Q2 2021.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Wiser Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.