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

Carroll Financial Associates’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
2019
Q2 		– Sell
-7,860
Closed -$224K – 1705
2019
Q1 		$224K Buy
+7,860
New +$221K 0.02% 305

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CPO
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TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Carroll Financial Associates's SPAB Position: Q2 2019 in Review

Carroll Financial Associates sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2019, closing a stake of 7,860 shares — an estimated $224K sold.

Carroll Financial Associates first reported a position in SPAB in Q1 2019 and held it in 1 quarter. The position peaked at $224K in Q1 2019. 233 funds tracked by Wall St. Rank hold SPAB as of Q2 2019.

  • Carroll Financial Associates reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 7,860 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2019, an estimated $224K.
  • Carroll Financial Associates first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Carroll Financial Associates's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $224K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2019.

Based on Carroll Financial Associates's 13F filing for Q2 2019, filed 8 Jul 2019.