Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2023
Q1 		– Sell
-1,300,000
Closed -$32.7M – 1470
2022
Q4 		$32.7M Hold
1,300,000
– – 0.16% 111
2022
Q3 		$32.4M Sell
1,300,000
-200,000
-13% -$5.24M 0.16% 80
2022
Q2 		$39.5M Hold
1,500,000
– – 0.18% 86
2022
Q1 		$41.7M Buy
+1,500,000
New +$42.9M 0.14% 109

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RIG
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GI
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PAG
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Carson Wealth (CWM LLC)
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WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's SPAB Position: Q1 2023 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 1,300,000 shares — an estimated $32.7M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in SPAB in Q1 2022 and held it in 4 quarters. The position peaked at $41.7M in Q1 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 1,300,000 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $32.7M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 4 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $41.7M in Q1 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2023, filed 12 May 2023.