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Retirement Capital Strategies’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Retirement Capital Strategies’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
Q3 		– Sell
-232,664
Closed -$6.13M – 65
2022
Q2 		$6.13M Buy
+232,664
New +$6.2M 2.75% 14

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Retirement Capital Strategies's SPAB Position: Q3 2022 in Review

Retirement Capital Strategies sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 232,664 shares — an estimated $6.13M sold.

Retirement Capital Strategies first reported a position in SPAB in Q2 2022 and held it in 1 quarter. The position peaked at $6.13M in Q2 2022. 389 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

  • Retirement Capital Strategies reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 232,664 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $6.13M.
  • Retirement Capital Strategies first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Retirement Capital Strategies's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.13M in Q2 2022.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Retirement Capital Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.