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Squar Milner Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-10,581
Closed -$327K – 165
2020
Q2 		$327K Buy
10,581
+550
+5% +$16.8K 0.19% 140
2020
Q1 		$303K Buy
10,031
+2,864
+40% +$85.1K 0.18% 119
2019
Q4 		$210K Sell
7,167
-2,909
-29% -$85.7K 0.1% 196
2019
Q3 		$310K Buy
10,076
+9,703
+2,601% +$285K 0.16% 154
2019
Q2 		$11K Buy
+373
New +$10.7K 0.01% 515

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Squar Milner Financial Services's SPAB Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 10,581 shares — an estimated $327K sold.

Squar Milner Financial Services first reported a position in SPAB in Q2 2019 and held it in 5 quarters. The position peaked at $327K in Q2 2020. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 10,581 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $327K.
  • Squar Milner Financial Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and held it in 5 quarters.
  • Squar Milner Financial Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $327K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.