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

First Manhattan’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
2024 Q2	–	Sell	-104	Closed	-$2.63K	–	1218
2024 Q1	$2.63K	Hold	104	–	–	﹤0.01%	1264
2023 Q4	$2.67K	Hold	104	–	–	﹤0.01%	1261
2023 Q3	$2.53K	Sell	104 -127	-55%	-$3.16K	﹤0.01%	1299
2023 Q2	$5.86K	Hold	231	–	–	﹤0.01%	1213
2023 Q1	$5.96K	Hold	231	–	–	﹤0.01%	1271
2022 Q4	$5.8K	Hold	231	–	–	﹤0.01%	1356
2022 Q3	$5K	Buy	231 +104	+82%	+$2.73K	﹤0.01%	1317
2022 Q2	$3K	Sell	127 -138	-52%	-$3.68K	﹤0.01%	1415
2022 Q1	$7K	Buy	+265	New	+$7.57K	﹤0.01%	1343

Other funds holding SPAB

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

First Manhattan's SPAB Position: Q2 2024 in Review

First Manhattan sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 104 shares — an estimated $2.63K sold.

First Manhattan first reported a position in SPAB in Q1 2022 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

First Manhattan reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 104 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $2.63K.
First Manhattan first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 9 quarters.
First Manhattan's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $7K in Q1 2022.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.