BA
SPAB icon

Boston Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Boston Advisors’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
Q3 		$1.36M Sell
45,797
-200
-0.4% -$5.88K 0.07% 338
2019
Q2 		$1.34M Sell
45,997
-1,413
-3% -$40.4K 0.07% 293
2019
Q1 		$1.35M Hold
47,410
– – 0.07% 291
2018
Q4 		$1.32M Sell
47,410
-2,252
-5% -$61.9K 0.08% 267
2018
Q3 		$1.38M Sell
49,662
-965
-2% -$26.9K 0.06% 323
2018
Q2 		$1.41M Buy
50,627
+1,752
+4% +$48.8K 0.04% 316
2018
Q1 		$1.38M Buy
48,875
+10,216
+26% +$288K 0.04% 317
2017
Q4 		$1.11M Buy
38,659
+3,839
+11% +$110K 0.02% 347
2017
Q3 		$1M Buy
34,820
+20,820
+149% +$602K 0.02% 364
2017
Q2 		$404K Buy
14,000
+6,934
+98% +$200K 0.01% 528
2017
Q1 		$202K Buy
+7,066
New +$201K ﹤0.01% 611

Other funds holding SPAB

AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return