NEIRG
SPAB icon

New England Investment & Retirement Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

New England Investment & Retirement Group’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
Q2 		– Sell
-91
Closed -$3K – 184
2020
Q1 		$3K Buy
+91
New +$2.71K ﹤0.01% 178
2019
Q1 		– Sell
-36,134
Closed -$1.01M – 61
2018
Q4 		$1.01M Buy
36,134
+3,887
+12% +$107K 0.58% 24
2018
Q3 		$894K Sell
32,247
-1,084
-3% -$30.2K 0.59% 25
2018
Q2 		$930K Buy
33,331
+356
+1% +$9.91K 0.62% 26
2018
Q1 		$929K Buy
+32,975
New +$930K 0.51% 30

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $377B AUM 19.32% 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 $1.67B AUM 13.22% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

New England Investment & Retirement Group's SPAB Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 91 shares — an estimated $3K sold.

New England Investment & Retirement Group first reported a position in SPAB in Q1 2018 and held it in 5 quarters. The position peaked at $1.01M in Q4 2018. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 91 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $3K.
  • New England Investment & Retirement Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and held it in 5 quarters.
  • New England Investment & Retirement Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.01M in Q4 2018.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.