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

Certuity’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
2021 Q4	–	Sell	-14,469	Closed	-$432K	–	386
2021 Q3	$432K	Hold	14,469	–	–	0.09%	184
2021 Q2	$434K	Hold	14,469	–	–	0.1%	153
2021 Q1	$429K	Hold	14,469	–	–	0.12%	133
2020 Q4	$446K	Hold	14,469	–	–	0.15%	111
2020 Q3	$446K	Buy	14,469 +2,434	+20%	+$75.3K	0.18%	91
2020 Q2	$371K	Buy	+12,035	New	+$368K	0.18%	86

Other funds holding SPAB

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

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

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

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

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

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return