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OC
Oarsman Capital’s
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
Stock Holding History
Oarsman Capital’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
2025
Q1
–
Sell
-2,853
Closed
-$71.3K
–
751
2024
Q4
$71.3K
Hold
2,853
–
–
0.01%
384
2024
Q3
$74.6K
Buy
+2,853
New
+$73.5K
0.01%
386
2021
Q1
–
Sell
-140,750
Closed
-$4.33M
–
193
2020
Q4
$4.33M
Buy
140,750
+5,900
+4%
+$181K
1.68%
10
2020
Q3
$4.16M
Buy
134,850
+10,603
+9%
+$328K
1.87%
10
2020
Q2
$3.83M
Buy
124,247
+25,870
+26%
+$790K
1.89%
10
2020
Q1
$2.97M
Sell
98,377
-24,849
-20%
-$739K
2.75%
6
2019
Q4
$3.62M
Buy
123,226
+7,225
+6%
+$213K
1.65%
13
2019
Q3
$3.44M
Buy
116,001
+6,666
+6%
+$196K
1.64%
14
2019
Q2
$3.19M
Buy
109,335
+1,815
+2%
+$52K
1.45%
16
2019
Q1
$3.07M
Buy
107,520
+17,109
+19%
+$480K
1.46%
15
2018
Q4
$2.52M
Sell
90,411
-18,653
-17%
-$513K
1.29%
21
2018
Q3
$3.02M
Buy
109,064
+5,884
+6%
+$164K
1.22%
27
2018
Q2
$2.88M
Buy
103,180
+6,055
+6%
+$169K
1.31%
22
2018
Q1
$2.73M
Buy
97,125
+12,642
+15%
+$357K
1.24%
23
2017
Q4
$2.43M
Buy
+84,483
New
+$2.43M
1.05%
30
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$38B AUM
19.66%
1-Year Est. Return
CCWA
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$6.83B AUM
12.51%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Cerity Partners
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$70.5B AUM
21.68%
1-Year Est. Return
RIG
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Richmond, Virginia
$6.46B AUM
18.45%
1-Year Est. Return
PAG
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$21.3B AUM
22.13%
1-Year Est. Return
GI
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Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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