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Pinion Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Pinion Investment Advisors’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
-7,816
Closed -$218K – 122
2018
Q4 		$218K Buy
7,816
+183
+2% +$5.03K 0.46% 102
2018
Q3 		$212K Sell
7,633
-80
-1% -$2.23K 0.41% 116
2018
Q2 		$215K Buy
7,713
+357
+5% +$9.94K 0.42% 114
2018
Q1 		$207K Buy
+7,356
New +$208K 0.44% 109

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 $49B AUM 17.78% 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

Pinion Investment Advisors's SPAB Position: Q1 2019 in Review

Pinion Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 7,816 shares — an estimated $218K sold.

Pinion Investment Advisors first reported a position in SPAB in Q1 2018 and held it in 4 quarters. The position peaked at $218K in Q4 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • Pinion Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Pinion Investment Advisors sold 7,816 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $218K.
  • Pinion Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2018 and held it in 4 quarters.
  • Pinion Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $218K in Q4 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on Pinion Investment Advisors's 13F filing for Q1 2019, filed 13 May 2019.