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IndexIQ Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

IndexIQ Advisors’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
2020
Q3 		– Sell
-239
Closed -$7K – 1043
2020
Q2 		$7K Sell
239
-1,601
-87% -$48.9K ﹤0.01% 1032
2020
Q1 		$56K Sell
1,840
-1,740
-49% -$51.7K ﹤0.01% 748
2019
Q4 		$105K Buy
3,580
+2,493
+229% +$73.5K ﹤0.01% 512
2019
Q3 		$32K Sell
1,087
-10,790
-91% -$317K ﹤0.01% 555
2019
Q2 		$346K Buy
11,877
+5,152
+77% +$147K 0.01% 497
2019
Q1 		$192K Sell
6,725
-10,128
-60% -$284K 0.01% 546
2018
Q4 		$469K Buy
16,853
+2,959
+21% +$81.3K 0.01% 485
2018
Q3 		$385K Buy
13,894
+3,935
+40% +$109K 0.01% 504
2018
Q2 		$278K Buy
9,959
+376
+4% +$10.5K 0.01% 515
2018
Q1 		$270K Buy
9,583
+6,825
+247% +$193K 0.01% 524
2017
Q4 		$79K Buy
2,758
+1,704
+162% +$49K ﹤0.01% 528
2017
Q3 		$30K Buy
1,054
+1,040
+7,429% +$30.1K ﹤0.01% 511
2017
Q2 		$0 Sell
14
-26,106
-100% -$751K ﹤0.01% 580
2017
Q1 		$747K Sell
26,120
-2,774
-10% -$79.1K 0.04% 172
2016
Q4 		$822K Sell
28,894
-67,176
-70% -$1.94M 0.04% 172
2016
Q3 		$2.85M Sell
96,070
-56
-0.1% -$1.66K 0.14% 68
2016
Q2 		$2.86M Sell
96,126
-34,934
-27% -$1.03M 0.17% 56
2016
Q1 		$3.84M Sell
131,060
-42,744
-25% -$1.24M 0.26% 37
2015
Q4 		$4.96M Sell
173,804
-66,482
-28% -$1.91M 0.32% 32
2015
Q3 		$6.95M Sell
240,286
-54,722
-19% -$1.58M 0.44% 36
2015
Q2 		$8.47M Buy
295,008
+14,756
+5% +$429K 0.54% 23
2015
Q1 		$8.26M Buy
280,252
+30,126
+12% +$886K 0.53% 32
2014
Q4 		$7.29M Buy
250,126
+37,484
+18% +$1.09M 0.48% 29
2014
Q3 		$6.13M Sell
212,642
-8,652
-4% -$250K 0.45% 27
2014
Q2 		$6.41M Buy
221,294
+24,468
+12% +$704K 0.51% 27
2014
Q1 		$5.62M Buy
196,826
+38,952
+25% +$1.11M 0.53% 21
2013
Q4 		$4.45M Buy
157,874
+35,712
+29% +$1.01M 0.46% 21
2013
Q3 		$3.48M Buy
122,162
+14,124
+13% +$399K 0.4% 24
2013
Q2 		$3.07M Buy
+108,038
New +$3.14M 0.39% 25

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

IndexIQ Advisors's SPAB Position: Q3 2020 in Review

IndexIQ Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 239 shares — an estimated $7K sold.

IndexIQ Advisors first reported a position in SPAB in Q2 2013 and held it in 29 quarters. The position peaked at $8.47M in Q2 2015. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

  • IndexIQ Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 239 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $7K.
  • IndexIQ Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2013 and held it in 29 quarters.
  • IndexIQ Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $8.47M in Q2 2015.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on IndexIQ Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.