Sand Hill Global Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sand Hill Global 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
2020 Q3	–	Sell	-63,461	Closed	-$1.96M	–	133
2020 Q2	$1.96M	Buy	63,461 +6,577	+12%	+$201K	0.16%	65
2020 Q1	$1.72M	Sell	56,884 -81,726	-59%	-$2.43M	0.16%	65
2019 Q4	$4.07M	Hold	138,610	–	–	0.37%	52
2019 Q3	$4.11M	Hold	138,610	–	–	0.39%	46
2019 Q2	$4.04M	Hold	138,610	–	–	0.41%	44
2019 Q1	$3.96M	Hold	138,610	–	–	0.4%	46
2018 Q4	$3.86M	Buy	138,610 +8,412	+6%	+$231K	0.42%	49
2018 Q3	$3.61M	Sell	130,198 -61,570	-32%	-$1.71M	0.34%	52
2018 Q2	$5.35M	Buy	+191,768	New	+$5.34M	0.53%	32
2018 Q1	–	Sell	-191,768	Closed	-$5.51M	–	100
2017 Q4	$5.51M	Hold	191,768	–	–	0.55%	34
2017 Q3	$5.53M	Buy	191,768 +59,572	+45%	+$1.72M	0.59%	32
2017 Q2	$3.81M	Buy	+132,196	New	+$3.8M	0.43%	52

Other funds holding SPAB

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Sand Hill Global Advisors's SPAB Position: Q3 2020 in Review

Sand Hill Global Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 63,461 shares — an estimated $1.96M sold.

Sand Hill Global Advisors first reported a position in SPAB in Q2 2017 and held it in 12 quarters. The position peaked at $5.53M in Q3 2017. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

Sand Hill Global Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Sand Hill Global Advisors sold 63,461 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $1.96M.
Sand Hill Global Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2017 and held it in 12 quarters.
Sand Hill Global Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $5.53M in Q3 2017.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Sand Hill Global Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.