CJA
SPAB icon

C-J Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

C-J 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
2019
Q1 		– Sell
-56
Closed -$2K – 187
2018
Q4 		$2K Buy
56
+1
+2% +$27 ﹤0.01% 152
2018
Q3 		$2K Hold
55
– – ﹤0.01% 165
2018
Q2 		$2K Buy
55
+1
+2% +$28 ﹤0.01% 165
2018
Q1 		$2K Hold
54
– – ﹤0.01% 156
2017
Q4 		$2K Sell
54
-2
-4% -$58 ﹤0.01% 148
2017
Q3 		$2K Hold
56
– – ﹤0.01% 134
2017
Q2 		$2K Hold
56
– – ﹤0.01% 130
2017
Q1 		$1K Buy
56
+2
+4% +$57 ﹤0.01% 127
2016
Q4 		$2K Hold
54
– – ﹤0.01% 125
2016
Q3 		$2K Buy
+54
New +$1.6K ﹤0.01% 125

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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return