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

Regal 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
-36,100
Closed -$1M – 385
2018
Q4 		$1M Buy
36,100
+10,926
+43% +$300K 0.22% 124
2018
Q3 		$698K Buy
+25,174
New +$700K 0.15% 158

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Regal Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2019, closing a stake of 36,100 shares — an estimated $1M sold.

Regal Investment Advisors first reported a position in SPAB in Q3 2018 and held it in 2 quarters. The position peaked at $1M in Q4 2018. 223 funds tracked by Wall St. Rank hold SPAB as of Q1 2019.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 36,100 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2019, an estimated $1M.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Regal Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1M in Q4 2018.
  • 223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.