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Foster Victor Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Foster Victor Wealth 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
2020
Q3 		– Sell
-83,840
Closed -$2.59M – 148
2020
Q2 		$2.59M Sell
83,840
-238
-0.3% -$7.27K 0.86% 39
2020
Q1 		$2.56M Buy
+84,078
New +$2.5M 1.13% 37

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

Foster Victor Wealth Advisors's SPAB Position: Q3 2020 in Review

Foster Victor Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 83,840 shares — an estimated $2.59M sold.

Foster Victor Wealth Advisors first reported a position in SPAB in Q1 2020 and held it in 2 quarters. The position peaked at $2.59M in Q2 2020. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

  • Foster Victor Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 83,840 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $2.59M.
  • Foster Victor Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.59M in Q2 2020.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.