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

Juncture 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
2019
Q1 		– Sell
-8,802
Closed -$245K – 128
2018
Q4 		$245K Sell
8,802
-2,175
-20% -$59.8K 0.17% 94
2018
Q3 		$304K Buy
10,977
+1,639
+18% +$45.6K 0.16% 92
2018
Q2 		$260K Buy
+9,338
New +$260K 0.14% 95

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

Juncture Wealth Strategies's SPAB Position: Q1 2019 in Review

Juncture Wealth Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 8,802 shares — an estimated $245K sold.

Juncture Wealth Strategies first reported a position in SPAB in Q2 2018 and held it in 3 quarters. The position peaked at $304K in Q3 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • Juncture Wealth Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Juncture Wealth Strategies sold 8,802 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $245K.
  • Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 3 quarters.
  • Juncture Wealth Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $304K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on Juncture Wealth Strategies's 13F filing for Q1 2019, filed 9 Apr 2019.