LJAC
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L.J. Altfest & Co’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

L.J. Altfest & Co’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
2021
Q2 		– Sell
-8,274
Closed -$245K – 296
2021
Q1 		$245K Hold
8,274
– – 0.06% 234
2020
Q4 		$255K Buy
+8,274
New +$254K 0.06% 221

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

L.J. Altfest & Co's SPAB Position: Q2 2021 in Review

L.J. Altfest & Co sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 8,274 shares — an estimated $245K sold.

L.J. Altfest & Co first reported a position in SPAB in Q4 2020 and held it in 2 quarters. The position peaked at $255K in Q4 2020. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • L.J. Altfest & Co reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • L.J. Altfest & Co sold 8,274 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $245K.
  • L.J. Altfest & Co first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • L.J. Altfest & Co's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $255K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on L.J. Altfest & Co's 13F filing for Q2 2021, filed 28 Jul 2021.