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SPAB icon

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

Certuity’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
Q4 		– Sell
-14,469
Closed -$432K – 386
2021
Q3 		$432K Hold
14,469
– – 0.09% 184
2021
Q2 		$434K Hold
14,469
– – 0.1% 153
2021
Q1 		$429K Hold
14,469
– – 0.12% 133
2020
Q4 		$446K Hold
14,469
– – 0.14% 111
2020
Q3 		$446K Buy
14,469
+2,434
+20% +$75.3K 0.18% 91
2020
Q2 		$371K Buy
+12,035
New +$368K 0.17% 86

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Certuity's SPAB Position: Q4 2021 in Review

Certuity sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021, closing a stake of 14,469 shares — an estimated $432K sold.

Certuity first reported a position in SPAB in Q2 2020 and held it in 6 quarters. The position peaked at $446K in Q4 2020. 398 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

  • Certuity reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Certuity sold 14,469 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2021, an estimated $432K.
  • Certuity first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2020 and held it in 6 quarters.
  • Certuity's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $446K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on Certuity's 13F filing for Q4 2021, filed 14 Feb 2022.