TAIM
SPAB icon

TD Ameritrade Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

TD Ameritrade Investment Management’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
-16,309
Closed -$414K – 410
2023
Q2 		$414K Sell
16,309
-844
-5% -$21.6K ﹤0.01% 124
2023
Q1 		$442K Sell
17,153
-2,874
-14% -$73.5K ﹤0.01% 125
2022
Q4 		$503K Sell
20,027
-11,582
-37% -$290K 0.01% 132
2022
Q3 		$789K Sell
31,609
-13,270
-30% -$348K 0.01% 122
2022
Q2 		$1.18M Buy
44,879
+391
+0.9% +$10.4K 0.01% 116
2022
Q1 		$1.24M Sell
44,488
-10,014
-18% -$286K 0.01% 123
2021
Q4 		$1.61M Buy
54,502
+15,435
+40% +$459K 0.01% 108
2021
Q3 		$1.2M Sell
39,067
-52,899
-58% -$1.59M 0.01% 111
2021
Q2 		$2.76M Buy
91,966
+54,173
+143% +$1.62M 0.02% 94
2021
Q1 		$1.16M Hold
37,793
– – 0.01% 112
2020
Q4 		$1.16M Sell
37,793
-1,274
-3% -$39.1K 0.01% 112
2020
Q3 		$1.2M Sell
39,067
-859
-2% -$26.6K 0.01% 111
2020
Q2 		$1.23M Buy
39,926
+1,661
+4% +$50.7K 0.01% 112
2020
Q1 		$1.16M Sell
38,265
-1,955
-5% -$58.1K 0.01% 108
2019
Q4 		$1.18M Buy
40,220
+540
+1% +$15.9K 0.01% 119
2019
Q3 		$1.18M Buy
39,680
+4,334
+12% +$128K 0.01% 112
2019
Q2 		$1.03M Buy
35,346
+4,022
+13% +$115K 0.01% 114
2019
Q1 		$894K Buy
31,324
+9,009
+40% +$253K 0.01% 114
2018
Q4 		$621K Buy
22,315
+1,793
+9% +$49.3K 0.01% 113
2018
Q3 		$569K Buy
20,522
+17,995
+712% +$501K ﹤0.01% 100
2018
Q2 		$70K Buy
+2,527
New +$70.4K ﹤0.01% 122

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 $70.8B AUM 21.68% 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 $68.3B AUM 20.5% 1-Year Est. Return

TD Ameritrade Investment Management's SPAB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2023, closing a stake of 16,309 shares — an estimated $414K sold.

TD Ameritrade Investment Management first reported a position in SPAB in Q2 2018 and held it in 21 quarters. The position peaked at $2.76M in Q2 2021. 407 funds tracked by Wall St. Rank hold SPAB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 16,309 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2023, an estimated $414K.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.76M in Q2 2021.
  • 407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.