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Lehman & Derafelo Financial Resources’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lehman & Derafelo Financial Resources’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
Q3 		– Sell
-974
Closed -$29K – 218
2021
Q2 		$29K Hold
974
– – 0.01% 166
2021
Q1 		$29K Hold
974
– – 0.01% 166
2020
Q4 		$30K Hold
974
– – 0.01% 165
2020
Q3 		$30K Hold
974
– – 0.01% 189
2020
Q2 		$30K Hold
974
– – 0.01% 180
2020
Q1 		$29K Buy
+974
New +$29K 0.01% 127

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SPAB Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2021, closing a stake of 974 shares — an estimated $29K sold.

Lehman & Derafelo Financial Resources first reported a position in SPAB in Q1 2020 and held it in 6 quarters. The position peaked at $30K in Q4 2020. 359 funds tracked by Wall St. Rank hold SPAB as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 974 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2021, an estimated $29K.
  • Lehman & Derafelo Financial Resources first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2020 and held it in 6 quarters.
  • Lehman & Derafelo Financial Resources's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $30K in Q4 2020.
  • 359 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.