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INR Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

INR Advisory Services’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
Q1 		$999K Buy
35,007
+5,294
+18% +$149K 0.13% 12
2018
Q4 		$828K Buy
29,713
+18,147
+157% +$499K 0.12% 12
2018
Q3 		$320K Buy
11,566
+8,057
+230% +$224K 0.04% 12
2018
Q2 		$98K Buy
3,509
+1,640
+88% +$45.7K 0.01% 17
2018
Q1 		$53K Buy
+1,869
New +$52.7K 0.01% 22

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

INR Advisory Services's SPAB Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 18% in Q1 2019, buying an estimated $149K and bringing the position to 35,007 shares worth $999K. The position accounts for 0.13% of the portfolio, ranked #12.

INR Advisory Services first reported a position in SPAB in Q1 2018 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • INR Advisory Services held 35,007 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $999K as of Q1 2019.
  • INR Advisory Services bought 5,294 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $149K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.13% of INR Advisory Services's portfolio in Q1 2019, its #12 holding.
  • INR Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and has held it in 5 quarters since.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.