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Syntal Capital Partners’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Syntal Capital Partners’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
2023
Q3 		– Sell
-8,528
Closed -$216K – 119
2023
Q2 		$216K Buy
8,528
+179
+2% +$4.58K 0.09% 105
2023
Q1 		$215K Buy
8,349
+92
+1% +$2.35K 0.08% 111
2022
Q4 		$208K Buy
+8,257
New +$207K 0.08% 93
2022
Q2 		– Sell
-73,668
Closed -$2.05M – 117
2022
Q1 		$2.05M Buy
73,668
+3,890
+6% +$111K 0.8% 26
2021
Q4 		$2.07M Buy
69,778
+2,668
+4% +$79.3K 0.89% 22
2021
Q3 		$2M Buy
67,110
+2,520
+4% +$76K 0.69% 29
2021
Q2 		$1.94M Buy
64,590
+1,141
+2% +$34K 0.68% 21
2021
Q1 		$1.88M Buy
63,449
+10,943
+21% +$330K 0.71% 23
2020
Q4 		$1.62M Buy
52,506
+8,227
+19% +$253K 0.2% 48
2020
Q3 		$1.36M Buy
44,279
+4,548
+11% +$141K 0.61% 53
2020
Q2 		$1.23M Buy
39,731
+1,245
+3% +$38K 0.58% 59
2020
Q1 		$1.16M Buy
38,486
+15,015
+64% +$446K 0.77% 36
2019
Q4 		$689K Buy
23,471
+13,995
+148% +$412K 0.39% 74
2019
Q3 		$280K Sell
9,476
-35,806
-79% -$1.05M 0.07% 173
2019
Q2 		$1.32M Buy
+45,282
New +$1.3M 0.28% 81

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Syntal Capital Partners's SPAB Position: Q3 2023 in Review

Syntal Capital Partners sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 8,528 shares — an estimated $216K sold.

Syntal Capital Partners first reported a position in SPAB in Q2 2019 and held it in 15 quarters. The position peaked at $2.07M in Q4 2021. 406 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • Syntal Capital Partners reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 8,528 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $216K.
  • Syntal Capital Partners first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2019 and held it in 15 quarters.
  • Syntal Capital Partners's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.07M in Q4 2021.
  • 406 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on Syntal Capital Partners's 13F filing for Q3 2023, filed 3 Nov 2023.