CC
SPAB icon

Cedar Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Cedar Capital’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
Q3 		$2.98M Buy
99,745
+11,237
+13% +$339K 5.42% 4
2021
Q2 		$2.66M Buy
88,508
+9,859
+13% +$294K 4.59% 8
2021
Q1 		$2.33M Buy
78,649
+46,972
+148% +$1.42M 4.1% 8
2020
Q4 		$975K Buy
+31,677
New +$973K 1.78% 14

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cedar Capital's SPAB Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 13% in Q3 2021, buying an estimated $339K and bringing the position to 99,745 shares worth $2.98M. The position accounts for 5.42% of the portfolio, ranked #4.

Cedar Capital first reported a position in SPAB in Q4 2020 and has held it in 4 quarters since. 359 funds tracked by Wall St. Rank hold SPAB as of Q3 2021.

  • Cedar Capital held 99,745 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.98M as of Q3 2021.
  • Cedar Capital bought 11,237 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2021, an estimated $339K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 5.42% of Cedar Capital's portfolio in Q3 2021, its #4 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.