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

Copperwynd Financial’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 Q1	–	Sell	-7,461	Closed	-$221K	–	126
2021 Q4	$221K	Sell	7,461 -1,423	-16%	-$42.3K	0.08%	111
2021 Q3	$265K	Sell	8,884 -180	-2%	-$5.43K	0.11%	110
2021 Q2	$272K	Buy	9,064 +286	+3%	+$8.53K	0.12%	111
2021 Q1	$260K	Sell	8,778 -30,419	-78%	-$918K	0.12%	110
2020 Q4	$1.21M	Buy	39,197 +662	+2%	+$20.3K	0.58%	30
2020 Q3	$1.19M	Buy	38,535 +756	+2%	+$23.4K	0.63%	25
2020 Q2	$1.17M	Sell	37,779 -2,623	-6%	-$80.1K	0.67%	24
2020 Q1	$1.22M	Sell	40,402 -3,105	-7%	-$92.3K	0.58%	15
2019 Q4	$1.28M	Sell	43,507 -1,321	-3%	-$38.9K	0.68%	33
2019 Q3	$1.31M	Buy	44,828 +5,794	+15%	+$170K	0.75%	28
2019 Q2	$1.14M	Buy	39,034 +18,215	+87%	+$521K	0.65%	29
2019 Q1	$594K	Buy	+20,819	New	+$584K	0.36%	39

Other funds holding SPAB

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

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

Envestnet Asset Management

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

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

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

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

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return