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SPAB icon

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

Aldebaran Financial’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
Q1 		– Sell
-16,514
Closed -$489K – 92
2021
Q4 		$489K Sell
16,514
-6,800
-29% -$202K 0.36% 53
2021
Q3 		$696K Buy
23,314
+1,314
+6% +$39.6K 0.56% 46
2021
Q2 		$658K Sell
22,000
-23
-0.1% -$686 0.54% 45
2021
Q1 		$653K Buy
22,023
+5,388
+32% +$163K 0.58% 45
2020
Q4 		$512K Sell
16,635
-23,328
-58% -$716K 0.48% 51
2020
Q3 		$1.23M Buy
39,963
+4,798
+14% +$149K 1.28% 25
2020
Q2 		$1.08M Buy
35,165
+3,212
+10% +$98.1K 1.27% 24
2020
Q1 		$966K Buy
31,953
+6,461
+25% +$192K 0.94% 31
2019
Q4 		$749K Sell
25,492
-11,812
-32% -$348K 0.57% 60
2019
Q3 		$1.1M Buy
37,304
+25,729
+222% +$757K 0.74% 54
2019
Q2 		$338K Sell
11,575
-8,552
-42% -$245K 0.23% 79
2019
Q1 		$574K Buy
20,127
+6,029
+43% +$169K 0.4% 72
2018
Q4 		$393K Buy
+14,098
New +$388K 0.3% 79

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Aldebaran Financial's SPAB Position: Q1 2022 in Review

Aldebaran Financial sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2022, closing a stake of 16,514 shares — an estimated $489K sold.

Aldebaran Financial first reported a position in SPAB in Q4 2018 and held it in 13 quarters. The position peaked at $1.23M in Q3 2020. 408 funds tracked by Wall St. Rank hold SPAB as of Q1 2022.

  • Aldebaran Financial reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Aldebaran Financial sold 16,514 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2022, an estimated $489K.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 13 quarters.
  • Aldebaran Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.23M in Q3 2020.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2022.

Based on Aldebaran Financial's 13F filing for Q1 2022, filed 18 Apr 2022.