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Executive Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Executive Wealth Management’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
-68,683
Closed -$2.12M – 155
2020
Q2 		$2.12M Sell
68,683
-22,220
-24% -$679K 0.32% 57
2020
Q1 		$2.75M Buy
90,903
+80,066
+739% +$2.38M 0.49% 43
2019
Q4 		$318K Sell
10,837
-39,595
-79% -$1.17M 0.04% 123
2019
Q3 		$1.49M Sell
50,432
-83,311
-62% -$2.45M 0.23% 67
2019
Q2 		$3.9M Buy
+133,743
New +$3.83M 0.55% 43

Other funds holding SPAB

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

Executive Wealth Management's SPAB Position: Q3 2020 in Review

Executive Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 68,683 shares — an estimated $2.12M sold.

Executive Wealth Management first reported a position in SPAB in Q2 2019 and held it in 5 quarters. The position peaked at $3.9M in Q2 2019. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

  • Executive Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Executive Wealth Management sold 68,683 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $2.12M.
  • Executive Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and held it in 5 quarters.
  • Executive Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.9M in Q2 2019.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Executive Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.