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Plante Moran Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Plante Moran Financial 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
2018
Q4 		– Sell
-3,709
Closed -$103K – 957
2018
Q3 		$103K Buy
+3,709
New +$103K 0.03% 212

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's SPAB Position: Q4 2018 in Review

Plante Moran Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2018, closing a stake of 3,709 shares — an estimated $103K sold.

Plante Moran Financial Advisors first reported a position in SPAB in Q3 2018 and held it in 1 quarter. The position peaked at $103K in Q3 2018. 218 funds tracked by Wall St. Rank hold SPAB as of Q4 2018.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,709 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2018, an estimated $103K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $103K in Q3 2018.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.