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Global Wealth Management Investment Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-104
Closed -$3K – 719
2019
Q2 		$3K Sell
104
-246
-70% -$7.04K ﹤0.01% 514
2019
Q1 		$10K Sell
350
-797
-69% -$22.4K 0.01% 388
2018
Q4 		$32K Buy
+1,147
New +$31.5K 0.02% 248

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPAB Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2019, closing a stake of 104 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in SPAB in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q4 2018. 248 funds tracked by Wall St. Rank hold SPAB as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 104 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2019, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $32K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.