Center For Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Center For Asset 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
2022 Q3	–	Sell	-7,796	Closed	-$205K	–	110
2022 Q2	$205K	Buy	+7,796	New	+$208K	0.19%	108
2022 Q1	–	Sell	-15,473	Closed	-$458K	–	140
2021 Q4	$458K	Sell	15,473 -746	-5%	-$22.2K	0.34%	59
2021 Q3	$484K	Buy	16,219 +7,258	+81%	+$219K	0.41%	48
2021 Q2	$269K	Buy	+8,961	New	+$267K	0.23%	75

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Center For Asset Management's SPAB Position: Q3 2022 in Review

Center For Asset Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2022, closing a stake of 7,796 shares — an estimated $205K sold.

Center For Asset Management first reported a position in SPAB in Q2 2021 and held it in 4 quarters. The position peaked at $484K in Q3 2021. 388 funds tracked by Wall St. Rank hold SPAB as of Q3 2022.

Center For Asset Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
Center For Asset Management sold 7,796 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2022, an estimated $205K.
Center For Asset Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2021 and held it in 4 quarters.
Center For Asset Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $484K in Q3 2021.
388 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2022.

Based on Center For Asset Management's 13F filing for Q3 2022, filed 21 Oct 2022.