SteelPeak Wealth
SPAB icon

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

SteelPeak 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
2021
Q1 		– Sell
-16,485
Closed -$508K – 406
2020
Q4 		$508K Buy
+16,485
New +$506K 0.05% 207

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
MCM
Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SteelPeak Wealth's SPAB Position: Q1 2021 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2021, closing a stake of 16,485 shares — an estimated $508K sold.

SteelPeak Wealth first reported a position in SPAB in Q4 2020 and held it in 1 quarter. The position peaked at $508K in Q4 2020. 356 funds tracked by Wall St. Rank hold SPAB as of Q1 2021.

  • SteelPeak Wealth reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 16,485 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2021, an estimated $508K.
  • SteelPeak Wealth first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • SteelPeak Wealth's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $508K in Q4 2020.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2021.

Based on SteelPeak Wealth's 13F filing for Q1 2021, filed 18 May 2021.