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

Equitable Trust’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
2019
Q4 		– Sell
-10,000
Closed -$296K – 293
2019
Q3 		$296K Hold
10,000
– – 0.03% 242
2019
Q2 		$292K Hold
10,000
– – 0.03% 243
2019
Q1 		$285K Hold
10,000
– – 0.03% 238
2018
Q4 		$279K Hold
10,000
– – 0.04% 230
2018
Q3 		$277K Buy
+10,000
New +$278K 0.03% 256

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Equitable Trust's SPAB Position: Q4 2019 in Review

Equitable Trust sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2019, closing a stake of 10,000 shares — an estimated $296K sold.

Equitable Trust first reported a position in SPAB in Q3 2018 and held it in 5 quarters. The position peaked at $296K in Q3 2019. 291 funds tracked by Wall St. Rank hold SPAB as of Q4 2019.

  • Equitable Trust reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Equitable Trust sold 10,000 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2019, an estimated $296K.
  • Equitable Trust first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and held it in 5 quarters.
  • Equitable Trust's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $296K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2019.

Based on Equitable Trust's 13F filing for Q4 2019, filed 18 Feb 2020.