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Fulcrum Equity Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-916
Closed -$27K – 206
2019
Q3 		$27K Buy
+916
New +$26.9K 0.01% 112

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fulcrum Equity Management's SPAB Position: Q4 2019 in Review

Fulcrum Equity Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2019, closing a stake of 916 shares — an estimated $27K sold.

Fulcrum Equity Management first reported a position in SPAB in Q3 2019 and held it in 1 quarter. The position peaked at $27K in Q3 2019. 291 funds tracked by Wall St. Rank hold SPAB as of Q4 2019.

  • Fulcrum Equity Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 916 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2019, an estimated $27K.
  • Fulcrum Equity Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $27K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.