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SFMG Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

SFMG Wealth 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
Q1 		– Sell
-1,100,949
Closed -$32.3M – 174
2019
Q4 		$32.3M Buy
+1,100,949
New +$32.4M 3.96% 9

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SFMG Wealth Advisors's SPAB Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2020, closing a stake of 1,100,949 shares — an estimated $32.3M sold.

SFMG Wealth Advisors first reported a position in SPAB in Q4 2019 and held it in 1 quarter. The position peaked at $32.3M in Q4 2019. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • SFMG Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,100,949 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $32.3M.
  • SFMG Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • SFMG Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $32.3M in Q4 2019.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.