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

Woodward 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 Q4	–	Sell	-9,438	Closed	-$230K	–	53
2023 Q3	$230K	Buy	9,438 +40	+0.4%	+$997	0.17%	43
2023 Q2	$238K	Buy	9,398 +56	+0.6%	+$1.43K	0.18%	43
2023 Q1	$241K	Buy	9,342 +23	+0.2%	+$588	0.2%	40
2022 Q4	$234K	Buy	9,319 +42	+0.5%	+$1.05K	0.2%	43
2022 Q3	$231K	Buy	+9,277	New	+$243K	0.22%	41
2022 Q2	–	Sell	-11,941	Closed	-$332K	–	50
2022 Q1	$332K	Sell	11,941 -415	-3%	-$11.9K	0.34%	28
2021 Q4	$366K	Buy	+12,356	New	+$367K	0.37%	28

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $7.56B AUM 23.82% 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 $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Woodward Financial Advisors's SPAB Position: Q4 2023 in Review

Woodward Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2023, closing a stake of 9,438 shares — an estimated $230K sold.

Woodward Financial Advisors first reported a position in SPAB in Q4 2021 and held it in 7 quarters. The position peaked at $366K in Q4 2021. 445 funds tracked by Wall St. Rank hold SPAB as of Q4 2023.

Woodward Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
Woodward Financial Advisors sold 9,438 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2023, an estimated $230K.
Woodward Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 7 quarters.
Woodward Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $366K in Q4 2021.
445 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2023.

Based on Woodward Financial Advisors's 13F filing for Q4 2023, filed 1 Oct 2026.