Wechter Feldman Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Wechter Feldman Wealth 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
2021 Q2	$9.85M	Buy	328,333 +4,447	+1%	+$133K	6.9%	7
2021 Q1	$9.6M	Buy	323,886 +84,040	+35%	+$2.54M	7.08%	6
2020 Q4	$7.38M	Sell	239,846 -25,689	-10%	-$789K	5.46%	8
2020 Q3	$8.18M	Sell	265,535 -1,742	-0.7%	-$53.9K	6.42%	7
2020 Q2	$8.25M	Sell	267,277 -1,869	-0.7%	-$57.1K	7.48%	6
2020 Q1	$8.13M	Buy	269,146 +32,845	+14%	+$976K	19.86%	2
2019 Q4	$6.94M	Buy	236,301 +4,045	+2%	+$119K	4.63%	9
2019 Q3	$6.88M	Buy	232,256 +95,551	+70%	+$2.81M	4.34%	10
2019 Q2	$3.99M	Sell	136,705 -78,045	-36%	-$2.23M	2.64%	10
2019 Q1	$6.13M	Buy	214,750 +4,033	+2%	+$113K	4%	10
2018 Q4	$5.87M	Buy	210,717 +159,580	+312%	+$4.39M	5.65%	8
2018 Q3	$1.42M	Buy	51,137 +14,101	+38%	+$392K	0.87%	19
2018 Q2	$1.03M	Buy	37,036 +13,183	+55%	+$367K	0.71%	17
2018 Q1	$672K	Buy	23,853 +12,884	+117%	+$363K	0.48%	19
2017 Q4	$315K	Buy	+10,969	New	+$316K	0.22%	24

Other funds holding SPAB

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Wechter Feldman Wealth Management's SPAB Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.4% in Q2 2021, buying an estimated $133K and bringing the position to 328,333 shares worth $9.85M. The position accounts for 6.9% of the portfolio, ranked #7.

Wechter Feldman Wealth Management first reported a position in SPAB in Q4 2017 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

Wechter Feldman Wealth Management held 328,333 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $9.85M as of Q2 2021.
Wechter Feldman Wealth Management bought 4,447 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $133K.
State Street SPDR Portfolio Aggregate Bond ETF made up 6.9% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #7 holding.
Wechter Feldman Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 15 quarters since.
354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.