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Second Line Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Second Line Capital’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
2024
Q4 		– Sell
-7,915
Closed -$207K – 147
2024
Q3 		$207K Sell
7,915
-68
-0.9% -$1.75K 0.06% 126
2024
Q2 		$200K Sell
7,983
-2,159
-21% -$53.8K 0.06% 108
2024
Q1 		$256K Sell
10,142
-1,578
-13% -$39.9K 0.08% 93
2023
Q4 		$301K Buy
+11,720
New +$288K 0.12% 74

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Second Line Capital's SPAB Position: Q4 2024 in Review

Second Line Capital sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2024, closing a stake of 7,915 shares — an estimated $207K sold.

Second Line Capital first reported a position in SPAB in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q4 2023. 500 funds tracked by Wall St. Rank hold SPAB as of Q4 2024.

  • Second Line Capital reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Second Line Capital sold 7,915 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2024, an estimated $207K.
  • Second Line Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Second Line Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $301K in Q4 2023.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2024.

Based on Second Line Capital's 13F filing for Q4 2024, filed 14 Feb 2025.