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

Efficient Advisors’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
2016
Q3 		– Sell
-204,320
Closed -$6.07M – 78
2016
Q2 		$6.07M Buy
204,320
+1,026
+0.5% +$30.1K 0.96% 24
2016
Q1 		$5.95M Buy
+203,294
New +$5.88M 1.07% 20

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Efficient Advisors's SPAB Position: Q3 2016 in Review

Efficient Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2016, closing a stake of 204,320 shares — an estimated $6.07M sold.

Efficient Advisors first reported a position in SPAB in Q1 2016 and held it in 2 quarters. The position peaked at $6.07M in Q2 2016. 65 funds tracked by Wall St. Rank hold SPAB as of Q3 2016.

  • Efficient Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Efficient Advisors sold 204,320 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2016, an estimated $6.07M.
  • Efficient Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Efficient Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.07M in Q2 2016.
  • 65 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2016.

Based on Efficient Advisors's 13F filing for Q3 2016, filed 22 Nov 2016.