Bridge Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bridge Advisory’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
2022 Q4	–	Sell	-15,397	Closed	-$384K	–	135
2022 Q3	$384K	Sell	15,397 -1,039	-6%	-$27.2K	0.19%	80
2022 Q2	$434K	Buy	+16,436	New	+$438K	0.21%	72
2021 Q1	–	Sell	-26,903	Closed	-$828K	–	90
2020 Q4	$828K	Buy	+26,903	New	+$826K	0.39%	37

Other funds holding SPAB

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

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