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WR Wealth Planners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-166
Closed -$4.21K – 945
2023
Q2 		$4.21K Hold
166
– – ﹤0.01% 703
2023
Q1 		$4.28K Buy
+166
New +$4.25K ﹤0.01% 703

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WR Wealth Planners's SPAB Position: Q3 2023 in Review

WR Wealth Planners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 166 shares — an estimated $4.21K sold.

WR Wealth Planners first reported a position in SPAB in Q1 2023 and held it in 2 quarters. The position peaked at $4.28K in Q1 2023. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • WR Wealth Planners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • WR Wealth Planners sold 166 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $4.21K.
  • WR Wealth Planners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2023 and held it in 2 quarters.
  • WR Wealth Planners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.28K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.