TCM
SPAB icon

Twele Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Twele Capital 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
2013
Q4 		– Sell
-78,400
Closed -$2.23M – 66
2013
Q3 		$2.23M Hold
78,400
– – 0.73% 33
2013
Q2 		$2.23M Buy
+78,400
New +$2.28M 0.77% 31

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Twele Capital Management's SPAB Position: Q4 2013 in Review

Twele Capital Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2013, closing a stake of 78,400 shares — an estimated $2.23M sold.

Twele Capital Management first reported a position in SPAB in Q2 2013 and held it in 2 quarters. The position peaked at $2.23M in Q3 2013. 33 funds tracked by Wall St. Rank hold SPAB as of Q4 2013.

  • Twele Capital Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Twele Capital Management sold 78,400 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2013, an estimated $2.23M.
  • Twele Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2013 and held it in 2 quarters.
  • Twele Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.23M in Q3 2013.
  • 33 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2013.

Based on Twele Capital Management's 13F filing for Q4 2013, filed 9 Jan 2014.