SC
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Siena Capital’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Siena 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
2022
Q2 		– Sell
-62
Closed -$2K – 289
2022
Q1 		$2K Buy
+62
New +$1.77K ﹤0.01% 267

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Siena Capital's SPAB Position: Q2 2022 in Review

Siena Capital sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2022, closing a stake of 62 shares — an estimated $2K sold.

Siena Capital first reported a position in SPAB in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

  • Siena Capital reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Siena Capital sold 62 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2022, an estimated $2K.
  • Siena Capital first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Siena Capital's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Siena Capital's 13F filing for Q2 2022, filed 15 Aug 2022.