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Hayden Royal’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Hayden Royal’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
2021
Q3 		– Sell
-393,551
Closed -$11.8M – 180
2021
Q2 		$11.8M Sell
393,551
-9,682
-2% -$289K 6.5% 1
2021
Q1 		$12M Buy
+403,233
New +$12.2M 6.85% 1
2020
Q4 		– Sell
-443,323
Closed -$13.7M – 541
2020
Q3 		$13.7M Buy
+443,323
New +$13.7M 7.28% 1
2020
Q2 		– Sell
-433,065
Closed -$13.1M – 242
2020
Q1 		$13.1M Sell
433,065
-168,080
-28% -$5M 7.7% 1
2019
Q4 		$18M Buy
+601,145
New +$17.7M 9.11% 1

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Hayden Royal's SPAB Position: Q3 2021 in Review

Hayden Royal sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2021, closing a stake of 393,551 shares — an estimated $11.8M sold.

Hayden Royal first reported a position in SPAB in Q4 2019 and held it in 5 quarters. The position peaked at $18M in Q4 2019. 359 funds tracked by Wall St. Rank hold SPAB as of Q3 2021.

  • Hayden Royal reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Hayden Royal sold 393,551 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2021, an estimated $11.8M.
  • Hayden Royal first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 5 quarters.
  • Hayden Royal's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $18M in Q4 2019.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.