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Moseley Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Moseley Investment 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
2022
Q2 		– Sell
-9,196
Closed -$256K – 165
2022
Q1 		$256K Buy
9,196
+287
+3% +$8.2K 0.14% 151
2021
Q4 		$264K Buy
8,909
+88
+1% +$2.62K 0.12% 158
2021
Q3 		$264K Sell
8,821
-827
-9% -$24.9K 0.13% 149
2021
Q2 		$290K Buy
9,648
+271
+3% +$8.08K 0.14% 141
2021
Q1 		$278K Sell
9,377
-1,197
-11% -$36.1K 0.15% 135
2020
Q4 		$326K Buy
10,574
+1,851
+21% +$56.9K 0.19% 111
2020
Q3 		$269K Sell
8,723
-79
-0.9% -$2.44K 0.19% 109
2020
Q2 		$272K Buy
8,802
+26
+0.3% +$794 0.23% 106
2020
Q1 		$265K Buy
8,776
+404
+5% +$12K 0.31% 87
2019
Q4 		$246K Sell
8,372
-10
-0.1% -$295 0.24% 104
2019
Q3 		$248K Sell
8,382
-138
-2% -$4.06K 0.26% 101
2019
Q2 		$249K Buy
8,520
+629
+8% +$18K 0.23% 113
2019
Q1 		$225K Buy
+7,891
New +$222K 0.23% 115

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moseley Investment Management's SPAB Position: Q2 2022 in Review

Moseley Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 9,196 shares — an estimated $256K sold.

Moseley Investment Management first reported a position in SPAB in Q1 2019 and held it in 13 quarters. The position peaked at $326K in Q4 2020. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Moseley Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Moseley Investment Management sold 9,196 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $256K.
  • Moseley Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and held it in 13 quarters.
  • Moseley Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $326K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Moseley Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.