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Sterling Manor Financial’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sterling Manor Financial’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
-112,562
Closed -$3.47M – 92
2020
Q4 		$3.47M Buy
+112,562
New +$3.46M 3.21% 10

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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

Sterling Manor Financial's SPAB Position: Q1 2021 in Review

Sterling Manor Financial sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2021, closing a stake of 112,562 shares — an estimated $3.47M sold.

Sterling Manor Financial first reported a position in SPAB in Q4 2020 and held it in 1 quarter. The position peaked at $3.47M in Q4 2020. 356 funds tracked by Wall St. Rank hold SPAB as of Q1 2021.

  • Sterling Manor Financial reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sterling Manor Financial sold 112,562 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2021, an estimated $3.47M.
  • Sterling Manor Financial first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Sterling Manor Financial's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.47M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2021.

Based on Sterling Manor Financial's 13F filing for Q1 2021, filed 20 Apr 2021.