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Santori & Peters Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Santori & Peters Inc’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
Q2 		– Sell
-15,367
Closed -$455K – 61
2021
Q1 		$455K Sell
15,367
-1,220
-7% -$36.8K 0.27% 35
2020
Q4 		$506K Buy
+16,587
New +$509K 0.28% 43

Other funds holding SPAB

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 $374B AUM 17.66% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Santori & Peters Inc's SPAB Position: Q2 2021 in Review

Santori & Peters Inc sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 15,367 shares — an estimated $455K sold.

Santori & Peters Inc first reported a position in SPAB in Q4 2020 and held it in 2 quarters. The position peaked at $506K in Q4 2020. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

  • Santori & Peters Inc reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 15,367 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $455K.
  • Santori & Peters Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 2 quarters.
  • Santori & Peters Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $506K in Q4 2020.
  • 354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Santori & Peters Inc's 13F filing for Q2 2021, filed 21 Jul 2021.