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Clifford Swan Investment Counsel’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Clifford Swan Investment Counsel’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
2022
Q1 		– Sell
-229,170
Closed -$6.79M – 334
2021
Q4 		$6.79M Buy
229,170
+80,400
+54% +$2.39M 0.24% 101
2021
Q3 		$4.42M Buy
+148,770
New +$4.48M 0.16% 118

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Clifford Swan Investment Counsel's SPAB Position: Q1 2022 in Review

Clifford Swan Investment Counsel sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2022, closing a stake of 229,170 shares — an estimated $6.79M sold.

Clifford Swan Investment Counsel first reported a position in SPAB in Q3 2021 and held it in 2 quarters. The position peaked at $6.79M in Q4 2021. 408 funds tracked by Wall St. Rank hold SPAB as of Q1 2022.

  • Clifford Swan Investment Counsel reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 229,170 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2022, an estimated $6.79M.
  • Clifford Swan Investment Counsel first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 2 quarters.
  • Clifford Swan Investment Counsel's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.79M in Q4 2021.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2022, filed 3 May 2022.