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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,881
Closed -$111K – 1781
2019
Q1 		$111K Hold
3,881
– – 0.01% 605
2018
Q4 		$108K Buy
+3,881
New +$107K 0.01% 580

Other funds holding SPAB

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPAB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2019, closing a stake of 3,881 shares — an estimated $111K sold.

Wealthspire Advisors (Maryland) first reported a position in SPAB in Q4 2018 and held it in 2 quarters. The position peaked at $111K in Q1 2019. 233 funds tracked by Wall St. Rank hold SPAB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,881 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2019, an estimated $111K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $111K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.