FFA
SPAB icon

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

First Foundation 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
2019
Q1 		– Sell
-32,661
Closed -$910K – 375
2018
Q4 		$910K Buy
+32,661
New +$898K 0.06% 191

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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

First Foundation Advisors's SPAB Position: Q1 2019 in Review

First Foundation Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 32,661 shares — an estimated $910K sold.

First Foundation Advisors first reported a position in SPAB in Q4 2018 and held it in 1 quarter. The position peaked at $910K in Q4 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • First Foundation Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • First Foundation Advisors sold 32,661 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $910K.
  • First Foundation Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • First Foundation Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $910K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.