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

Baker Tilly 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
2021
Q2 		– Sell
-18,578
Closed -$551K – 508
2021
Q1 		$551K Buy
18,578
+3,924
+27% +$118K 0.11% 222
2020
Q4 		$451K Buy
+14,654
New +$450K 0.14% 162

Other funds holding SPAB

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Baker Tilly Wealth Management's SPAB Position: Q2 2021 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 18,578 shares — an estimated $551K sold.

Baker Tilly Wealth Management first reported a position in SPAB in Q4 2020 and held it in 2 quarters. The position peaked at $551K in Q1 2021. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 18,578 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $551K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $551K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.