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WBI Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WBI Investments’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
2016
Q4 		– Sell
-61,956
Closed -$1.83M – 383
2016
Q3 		$1.83M Sell
61,956
-11,426
-16% -$339K 0.07% 174
2016
Q2 		$2.18M Sell
73,382
-740,124
-91% -$21.7M 0.08% 107
2016
Q1 		$23.8M Buy
+813,506
New +$23.5M 0.89% 31

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBI Investments's SPAB Position: Q4 2016 in Review

WBI Investments sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2016, closing a stake of 61,956 shares — an estimated $1.83M sold.

WBI Investments first reported a position in SPAB in Q1 2016 and held it in 3 quarters. The position peaked at $23.8M in Q1 2016. 64 funds tracked by Wall St. Rank hold SPAB as of Q4 2016.

  • WBI Investments reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2016 after selling out during the quarter.
  • WBI Investments sold 61,956 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2016, an estimated $1.83M.
  • WBI Investments first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2016 and held it in 3 quarters.
  • WBI Investments's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $23.8M in Q1 2016.
  • 64 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2016.

Based on WBI Investments's 13F filing for Q4 2016, filed 14 Feb 2017.