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Rappaport Reiches Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rappaport Reiches Capital Management’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
2022
Q2 		– Sell
-9,511
Closed -$264K – 88
2022
Q1 		$264K Sell
9,511
-8,639
-48% -$247K 0.14% 68
2021
Q4 		$538K Buy
18,150
+451
+3% +$13.4K 0.46% 30
2021
Q3 		$528K Buy
17,699
+224
+1% +$6.75K 0.52% 28
2021
Q2 		$524K Buy
+17,475
New +$521K 0.55% 30

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rappaport Reiches Capital Management's SPAB Position: Q2 2022 in Review

Rappaport Reiches Capital Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 9,511 shares — an estimated $264K sold.

Rappaport Reiches Capital Management first reported a position in SPAB in Q2 2021 and held it in 4 quarters. The position peaked at $538K in Q4 2021. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Rappaport Reiches Capital Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rappaport Reiches Capital Management sold 9,511 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $264K.
  • Rappaport Reiches Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and held it in 4 quarters.
  • Rappaport Reiches Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $538K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Rappaport Reiches Capital Management's 13F filing for Q2 2022, filed 23 Aug 2023.