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Jackson Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Jackson 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
2018
Q2 		– Sell
-387,015
Closed -$10.9M – 99
2018
Q1 		$10.9M Buy
387,015
+14,451
+4% +$408K 3.03% 5
2017
Q4 		$10.6M Buy
+372,564
New +$10.7M 2.7% 6

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jackson Wealth Management's SPAB Position: Q2 2018 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2018, closing a stake of 387,015 shares — an estimated $10.9M sold.

Jackson Wealth Management first reported a position in SPAB in Q4 2017 and held it in 2 quarters. The position peaked at $10.9M in Q1 2018. 155 funds tracked by Wall St. Rank hold SPAB as of Q2 2018.

  • Jackson Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 387,015 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2018, an estimated $10.9M.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Jackson Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10.9M in Q1 2018.
  • 155 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.