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Insight Wealth Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Insight Wealth Strategies’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
Q2 		– Sell
-10,587
Closed -$320K – 179
2020
Q1 		$320K Buy
+10,587
New +$315K 0.09% 109

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 22.9% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Insight Wealth Strategies's SPAB Position: Q2 2020 in Review

Insight Wealth Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 10,587 shares — an estimated $320K sold.

Insight Wealth Strategies first reported a position in SPAB in Q1 2020 and held it in 1 quarter. The position peaked at $320K in Q1 2020. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

  • Insight Wealth Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,587 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $320K.
  • Insight Wealth Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 1 quarter.
  • Insight Wealth Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $320K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on Insight Wealth Strategies's 13F filing for Q2 2020, filed 31 Jul 2020.