Legacy Wealth Partners (California)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Legacy Wealth Partners (California)’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	$3.65M	Sell	121,510 -13,377	-10%	-$399K	2.03%	11
2021 Q1	$4M	Buy	134,887 +27,083	+25%	+$817K	2.34%	11
2020 Q4	$3.32M	Sell	107,804 -19,565	-15%	-$601K	2.09%	12
2020 Q3	$3.92M	Buy	127,369 +43,476	+52%	+$1.35M	2.78%	9
2020 Q2	$2.59M	Sell	83,893 -24,069	-22%	-$735K	1.96%	15
2020 Q1	$3.26M	Sell	107,962 -17,395	-14%	-$517K	3.04%	11
2019 Q4	$3.73M	Buy	+125,357	New	+$3.69M	2.72%	13

Other funds holding SPAB

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Legacy Wealth Partners (California)'s SPAB Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 9.9% in Q2 2021, selling an estimated $399K and leaving 121,510 shares worth $3.65M. The position accounts for 2.03% of the portfolio, ranked #11.

Legacy Wealth Partners (California) first reported a position in SPAB in Q4 2019 and has held it in 7 quarters since. The position peaked at $4M in Q1 2021. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

Legacy Wealth Partners (California) held 121,510 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3.65M as of Q2 2021.
Legacy Wealth Partners (California) sold 13,377 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $399K.
State Street SPDR Portfolio Aggregate Bond ETF made up 2.03% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #11 holding.
Legacy Wealth Partners (California) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4M in Q1 2021.
354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.