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Safeguard Investment Advisory Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-1,774
Closed -$54K – 611
2020
Q4 		$54K Buy
+1,774
New +$54.5K 0.05% 190

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Safeguard Investment Advisory Group's SPAB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2021, closing a stake of 1,774 shares — an estimated $54K sold.

Safeguard Investment Advisory Group first reported a position in SPAB in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 356 funds tracked by Wall St. Rank hold SPAB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,774 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2021, an estimated $54K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $54K in Q4 2020.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.