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Stuart Chaussee & Associates’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stuart Chaussee & Associates’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
Q1 		– Sell
-1,830
Closed -$54K – 118
2019
Q4 		$54K Hold
1,830
– – 0.03% 42
2019
Q3 		$54K Buy
+1,830
New +$53.8K 0.03% 42

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
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 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 $1.98B AUM 26.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stuart Chaussee & Associates's SPAB Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2020, closing a stake of 1,830 shares — an estimated $54K sold.

Stuart Chaussee & Associates first reported a position in SPAB in Q3 2019 and held it in 2 quarters. The position peaked at $54K in Q4 2019. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,830 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $54K.
  • Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Stuart Chaussee & Associates's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $54K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.