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Bruderman Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bruderman Asset 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
2020
Q4 		– Sell
-50,770
Closed -$1.56M – 111
2020
Q3 		$1.56M Buy
50,770
+12
+0% +$371 0.51% 57
2020
Q2 		$1.56M Buy
50,758
+894
+2% +$27.3K 0.52% 57
2020
Q1 		$1.51M Buy
+49,864
New +$1.48M 0.6% 45

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Bruderman Asset Management's SPAB Position: Q4 2020 in Review

Bruderman Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2020, closing a stake of 50,770 shares — an estimated $1.56M sold.

Bruderman Asset Management first reported a position in SPAB in Q1 2020 and held it in 3 quarters. The position peaked at $1.56M in Q3 2020. 338 funds tracked by Wall St. Rank hold SPAB as of Q4 2020.

  • Bruderman Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bruderman Asset Management sold 50,770 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2020, an estimated $1.56M.
  • Bruderman Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Bruderman Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.56M in Q3 2020.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2020.

Based on Bruderman Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.