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Latitude Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Latitude Advisors’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
-109,805
Closed -$3.26M – 183
2021
Q1 		$3.26M Buy
109,805
+44,013
+67% +$1.33M 2.67% 7
2020
Q4 		$2.03M Buy
+65,792
New +$2.02M 1.79% 10

Other funds holding SPAB

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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

Latitude Advisors's SPAB Position: Q2 2021 in Review

Latitude Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 109,805 shares — an estimated $3.26M sold.

Latitude Advisors first reported a position in SPAB in Q4 2020 and held it in 2 quarters. The position peaked at $3.26M in Q1 2021. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • Latitude Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Latitude Advisors sold 109,805 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $3.26M.
  • Latitude Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Latitude Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.26M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Latitude Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.