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Vantage Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$1K Buy
28
+12
+75% +$334 ﹤0.01% 733
2018
Q2 		$0 Buy
+16
New +$446 ﹤0.01% 817

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Vantage Investment Advisors's SPAB Position: Q3 2018 in Review

Vantage Investment Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 75% in Q3 2018, buying an estimated $334 and bringing the position to 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Vantage Investment Advisors first reported a position in SPAB in Q2 2018 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold SPAB as of Q3 2018.

  • Vantage Investment Advisors held 28 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $1K as of Q3 2018.
  • Vantage Investment Advisors bought 12 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2018, an estimated $334.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #733 holding.
  • Vantage Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.