AIM
SPAB icon

Advantage Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Advantage Investment 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
2016
Q3 		– Sell
-50
Closed -$1K – 956
2016
Q2 		$1K Sell
50
-50
-50% -$1.47K ﹤0.01% 842
2016
Q1 		$3K Sell
100
-1,216
-92% -$35.2K ﹤0.01% 747
2015
Q4 		$38K Sell
1,316
-4,250
-76% -$122K 0.02% 372
2015
Q3 		$161K Sell
5,566
-694
-11% -$20K 0.09% 141
2015
Q2 		$180K Buy
6,260
+5,992
+2,236% +$174K 0.09% 150
2015
Q1 		$8K Buy
+268
New +$7.88K ﹤0.01% 633

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return