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Mid Atlantic Financial Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Mid Atlantic Financial Management’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
2020
Q1 		– Sell
-20,340
Closed -$598K – 763
2019
Q4 		$598K Sell
20,340
-9,482
-32% -$279K 0.06% 338
2019
Q3 		$884K Sell
29,822
-12,950
-30% -$381K 0.09% 230
2019
Q2 		$1.25M Sell
42,772
-30,431
-42% -$871K 0.13% 148
2019
Q1 		$2.09M Sell
73,203
-58,443
-44% -$1.64M 0.23% 90
2018
Q4 		$3.67M Buy
+131,646
New +$3.62M 0.46% 47

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mid Atlantic Financial Management's SPAB Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2020, closing a stake of 20,340 shares — an estimated $598K sold.

Mid Atlantic Financial Management first reported a position in SPAB in Q4 2018 and held it in 5 quarters. The position peaked at $3.67M in Q4 2018. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • Mid Atlantic Financial Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 20,340 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $598K.
  • Mid Atlantic Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 5 quarters.
  • Mid Atlantic Financial Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.67M in Q4 2018.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.