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Wealth Enhancement & Preservation of GA’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wealth Enhancement & Preservation of GA’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
-139,761
Closed -$4.11M – 57
2019
Q4 		$4.11M Buy
+139,761
New +$4.12M 2.1% 9

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $994M AUM 15.96% 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 $1.67B AUM 13.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SPAB Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2020, closing a stake of 139,761 shares — an estimated $4.11M sold.

Wealth Enhancement & Preservation of GA first reported a position in SPAB in Q4 2019 and held it in 1 quarter. The position peaked at $4.11M in Q4 2019. 309 funds tracked by Wall St. Rank hold SPAB as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 139,761 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2020, an estimated $4.11M.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $4.11M in Q4 2019.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.