TI
SPAB icon

Truepoint Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Truepoint Inc’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
-10,835
Closed -$318K – 101
2019
Q4 		$318K Buy
+10,835
New +$319K 0.02% 90
2019
Q3 		– Sell
-11,137
Closed -$325K – 120
2019
Q2 		$325K Sell
11,137
-320
-3% -$9.16K 0.03% 94
2019
Q1 		$327K Buy
11,457
+67
+0.6% +$1.88K 0.03% 85
2018
Q4 		$317K Buy
11,390
+632
+6% +$17.4K 0.03% 81
2018
Q3 		$298K Buy
+10,758
New +$299K 0.03% 84

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

Truepoint Inc's SPAB Position: Q1 2020 in Review

Truepoint Inc sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2020, closing a stake of 10,835 shares — an estimated $318K sold.

Truepoint Inc first reported a position in SPAB in Q3 2018 and held it in 5 quarters. The position peaked at $327K in Q1 2019. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • Truepoint Inc reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Truepoint Inc sold 10,835 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $318K.
  • Truepoint Inc first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and held it in 5 quarters.
  • Truepoint Inc's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $327K in Q1 2019.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.