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

SteelBridge Private 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
2017 Q3	–	Sell	-13,760	Closed	-$397K	–	59
2017 Q2	$397K	Hold	13,760	–	–	0.56%	40
2017 Q1	$393K	Hold	13,760	–	–	0.6%	36
2016 Q4	$392K	Buy	13,760 +4,000	+41%	+$116K	0.62%	35
2016 Q3	$289K	Hold	9,760	–	–	0.84%	32
2016 Q2	$290K	Sell	9,760 -180	-2%	-$5.29K	0.88%	28
2016 Q1	$291K	Buy	+9,940	New	+$287K	0.59%	31

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelBridge Private Wealth Advisors's SPAB Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2017, closing a stake of 13,760 shares — an estimated $397K sold.

SteelBridge Private Wealth Advisors first reported a position in SPAB in Q1 2016 and held it in 6 quarters. The position peaked at $397K in Q2 2017. 61 funds tracked by Wall St. Rank hold SPAB as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 13,760 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2017, an estimated $397K.
SteelBridge Private Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2016 and held it in 6 quarters.
SteelBridge Private Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $397K in Q2 2017.
61 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.