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Personal Financial Consultants’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Personal Financial Consultants’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
2019
Q1 		– Sell
-35,621
Closed -$992K – 23
2018
Q4 		$992K Buy
+35,621
New +$979K 0.84% 22

Other funds holding SPAB

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Personal Financial Consultants's SPAB Position: Q1 2019 in Review

Personal Financial Consultants sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 35,621 shares — an estimated $992K sold.

Personal Financial Consultants first reported a position in SPAB in Q4 2018 and held it in 1 quarter. The position peaked at $992K in Q4 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • Personal Financial Consultants reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 35,621 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $992K.
  • Personal Financial Consultants first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $992K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.