ZIG
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Zullo Investment Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-106
Closed -$2.66K – 618
2022
Q4 		$2.66K Hold
106
– – ﹤0.01% 664
2022
Q3 		$3K Sell
106
-101
-49% -$2.65K ﹤0.01% 667
2022
Q2 		$5K Buy
207
+25
+14% +$666 ﹤0.01% 637
2022
Q1 		$5K Buy
182
+19
+12% +$543 ﹤0.01% 667
2021
Q4 		$5K Buy
+163
New +$4.85K ﹤0.01% 669

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Zullo Investment Group's SPAB Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 106 shares — an estimated $2.66K sold.

Zullo Investment Group first reported a position in SPAB in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 106 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $2.66K.
  • Zullo Investment Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5K in Q2 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.