SW
SPAB icon

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

SkyOak Wealth’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
Q2 		– Sell
-9,346
Closed -$282K – 259
2020
Q1 		$282K Buy
9,346
+480
+5% +$14.3K 0.14% 164
2019
Q4 		$260K Buy
+8,866
New +$261K 0.08% 250

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

SkyOak Wealth's SPAB Position: Q2 2020 in Review

SkyOak Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 9,346 shares — an estimated $282K sold.

SkyOak Wealth first reported a position in SPAB in Q4 2019 and held it in 2 quarters. The position peaked at $282K in Q1 2020. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

  • SkyOak Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • SkyOak Wealth sold 9,346 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $282K.
  • SkyOak Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 2 quarters.
  • SkyOak Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $282K in Q1 2020.
  • 297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.