MUFG Americas’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

MUFG Americas’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 Q3	–	Sell	-2,300	Closed	-$61K	–	931
2022 Q2	$61K	Hold	2,300	–	–	﹤0.01%	492
2022 Q1	$64K	Hold	2,300	–	–	﹤0.01%	510
2021 Q4	$68K	Hold	2,300	–	–	﹤0.01%	507
2021 Q3	$69K	Hold	2,300	–	–	﹤0.01%	487
2021 Q2	$69K	Hold	2,300	–	–	﹤0.01%	460
2021 Q1	$68K	Hold	2,300	–	–	﹤0.01%	482
2020 Q4	$71K	Hold	2,300	–	–	﹤0.01%	478
2020 Q3	$71K	Hold	2,300	–	–	﹤0.01%	454
2020 Q2	$53K	Hold	2,300	–	–	﹤0.01%	482
2020 Q1	$70K	Hold	2,300	–	–	﹤0.01%	462
2019 Q4	$68K	Hold	2,300	–	–	﹤0.01%	503
2019 Q3	$68K	Buy	+2,300	New	+$67.7K	﹤0.01%	496
2015 Q4	–	Sell	-600	Closed	-$17K	–	1191
2015 Q3	$17K	Buy	+600	New	+$17.3K	﹤0.01%	763

Other funds holding SPAB

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

MUFG Americas's SPAB Position: Q3 2022 in Review

MUFG Americas sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 2,300 shares — an estimated $61K sold.

MUFG Americas first reported a position in SPAB in Q3 2015 and held it in 13 quarters. The position peaked at $71K in Q4 2020. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

MUFG Americas reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
MUFG Americas sold 2,300 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $61K.
MUFG Americas first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2015 and held it in 13 quarters.
MUFG Americas's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $71K in Q4 2020.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on MUFG Americas's 13F filing for Q3 2022, filed 1 Nov 2022.