Deane Retirement Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Deane Retirement Strategies’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 Q3	–	Sell	-25,662	Closed	-$792K	–	72
2020 Q2	$792K	Sell	25,662 -186	-0.7%	-$5.68K	0.58%	33
2020 Q1	$781K	Sell	25,848 -870	-3%	-$25.9K	0.58%	43
2019 Q4	$785K	Sell	26,718 -210	-0.8%	-$6.19K	0.54%	43
2019 Q3	$798K	Buy	26,928 +488	+2%	+$14.4K	0.57%	29
2019 Q2	$771K	Sell	26,440 -1,037	-4%	-$29.7K	0.66%	28
2019 Q1	$784K	Buy	+27,477	New	+$771K	0.68%	29

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Deane Retirement Strategies's SPAB Position: Q3 2020 in Review

Deane Retirement Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 25,662 shares — an estimated $792K sold.

Deane Retirement Strategies first reported a position in SPAB in Q1 2019 and held it in 6 quarters. The position peaked at $798K in Q3 2019. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

Deane Retirement Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Deane Retirement Strategies sold 25,662 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $792K.
Deane Retirement Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and held it in 6 quarters.
Deane Retirement Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $798K in Q3 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Deane Retirement Strategies's 13F filing for Q3 2020, filed 7 Oct 2020.