TFO
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Tarbox Family Office’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Tarbox Family Office’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
2019
Q4 		– Sell
-5,384
Closed -$160K – 1172
2019
Q3 		$160K Buy
+5,384
New +$158K 0.05% 99

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tarbox Family Office's SPAB Position: Q4 2019 in Review

Tarbox Family Office sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2019, closing a stake of 5,384 shares — an estimated $160K sold.

Tarbox Family Office first reported a position in SPAB in Q3 2019 and held it in 1 quarter. The position peaked at $160K in Q3 2019. 291 funds tracked by Wall St. Rank hold SPAB as of Q4 2019.

  • Tarbox Family Office reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Tarbox Family Office sold 5,384 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2019, an estimated $160K.
  • Tarbox Family Office first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Tarbox Family Office's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $160K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2019.

Based on Tarbox Family Office's 13F filing for Q4 2019, filed 31 Jan 2020.