Number of Shares
3.09 Mil
Current Holdings Value*
$78.84 Mil
% of Portfolio
8.86%
Total Estimate Gain
$-17.36 Mil
% of Total Estimate Gain
-6.20%

RATIONAL ADVISORS, INC.'s SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, RATIONAL ADVISORS, INC. held 3.09 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $78.84 Mil. This investment constitutes 8.86% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.9% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2018Q1. And since then RATIONAL ADVISORS, INC. has made 13 purchases of SPAB, at an average price of $27.38, for a total of 10.23 Mil shares. In addition, there have been 11 sales at an average price of $25.85 for 7.14 Mil shares. Based on historical transaction data and SPAB's current price of $25.32, RATIONAL ADVISORS, INC.'s estimated gain on his SPAB holdings is $-17.36 Mil, reflecting a -6.20% gain to date.

RATIONAL ADVISORS, INC. SPAB ($25.32) Holding Chart

RATIONAL ADVISORS, INC. SPAB ($25.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1