Banque Cantonale Vaudoise’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Banque Cantonale Vaudoise’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
2023 Q1	–	Sell	-942	Closed	-$24K	–	1220
2022 Q4	$24K	Buy	942 +195	+26%	+$4.88K	﹤0.01%	1042
2022 Q3	$19K	Hold	747	–	–	﹤0.01%	1105
2022 Q2	$20K	Hold	747	–	–	﹤0.01%	1135
2022 Q1	$21K	Hold	747	–	–	﹤0.01%	1148
2021 Q4	$22K	Hold	747	–	–	﹤0.01%	1178
2021 Q3	$22K	Buy	+747	New	+$22.5K	﹤0.01%	1155

Other funds holding SPAB

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

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