FAM
SPAB icon

Formidable Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Formidable Asset 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
2018
Q1 		– Sell
-74,459
Closed -$2.14M – 116
2017
Q4 		$2.14M Buy
+74,459
New +$2.14M 0.98% 18

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.67B AUM 13.22% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Formidable Asset Management's SPAB Position: Q1 2018 in Review

Formidable Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2018, closing a stake of 74,459 shares — an estimated $2.14M sold.

Formidable Asset Management first reported a position in SPAB in Q4 2017 and held it in 1 quarter. The position peaked at $2.14M in Q4 2017. 142 funds tracked by Wall St. Rank hold SPAB as of Q1 2018.

  • Formidable Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Formidable Asset Management sold 74,459 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2018, an estimated $2.14M.
  • Formidable Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Formidable Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.14M in Q4 2017.
  • 142 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2018.

Based on Formidable Asset Management's 13F filing for Q1 2018, filed 4 May 2018.