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RDA Financial Network’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

RDA Financial Network’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
2021
Q4 		– Sell
-13,322
Closed -$398K – 228
2021
Q3 		$398K Sell
13,322
-8
-0.1% -$241 0.18% 132
2021
Q2 		$400K Sell
13,330
-3,879
-23% -$116K 0.18% 132
2021
Q1 		$510K Sell
17,209
-7,128
-29% -$215K 0.22% 105
2020
Q4 		$749K Sell
24,337
-811
-3% -$24.9K 0.34% 81
2020
Q3 		$775K Sell
25,148
-8
-0% -$248 0.35% 75
2020
Q2 		$776K Sell
25,156
-1,292
-5% -$39.5K 0.39% 72
2020
Q1 		$799K Sell
26,448
-23,310
-47% -$693K 0.48% 57
2019
Q4 		$1.49M Sell
49,758
-816
-2% -$24.1K 0.6% 38
2019
Q3 		$1.49M Buy
50,574
+195
+0.4% +$5.74K 0.64% 37
2019
Q2 		$1.47M Buy
50,379
+3,584
+8% +$103K 0.66% 33
2019
Q1 		$1.33M Buy
+46,795
New +$1.31M 0.63% 37

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

RDA Financial Network's SPAB Position: Q4 2021 in Review

RDA Financial Network sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2021, closing a stake of 13,322 shares — an estimated $398K sold.

RDA Financial Network first reported a position in SPAB in Q1 2019 and held it in 11 quarters. The position peaked at $1.49M in Q3 2019. 398 funds tracked by Wall St. Rank hold SPAB as of Q4 2021.

  • RDA Financial Network reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • RDA Financial Network sold 13,322 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2021, an estimated $398K.
  • RDA Financial Network first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2019 and held it in 11 quarters.
  • RDA Financial Network's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.49M in Q3 2019.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2021.

Based on RDA Financial Network's 13F filing for Q4 2021, filed 31 Jan 2022.