HGWM
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Horst & Graben Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Horst & Graben Wealth 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
2021
Q2 		– Sell
-7,858
Closed -$233K – 139
2021
Q1 		$233K Buy
7,858
+762
+11% +$23K 0.07% 116
2020
Q4 		$218K Buy
+7,096
New +$218K 0.08% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $445B AUM 25.58% 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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Horst & Graben Wealth Management's SPAB Position: Q2 2021 in Review

Horst & Graben Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 7,858 shares — an estimated $233K sold.

Horst & Graben Wealth Management first reported a position in SPAB in Q4 2020 and held it in 2 quarters. The position peaked at $233K in Q1 2021. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • Horst & Graben Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 7,858 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $233K.
  • Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Horst & Graben Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $233K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.