First Allied Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

First Allied Advisory Services’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
2020 Q3	$306K	Buy	9,933 +566	+6%	+$17.5K	0.01%	889
2020 Q2	$289K	Buy	+9,367	New	+$286K	0.01%	853
2019 Q4	–	Sell	-13,230	Closed	-$392K	–	1563
2019 Q3	$392K	Buy	13,230 +1,524	+13%	+$44.8K	0.01%	777
2019 Q2	$341K	Buy	+11,706	New	+$335K	0.01%	824
2018 Q1	–	Sell	-5,142	Closed	-$148K	–	1463
2017 Q4	$148K	Buy	+5,142	New	+$148K	0.01%	1143
2017 Q1	–	Sell	-10,300	Closed	-$293K	–	1161
2016 Q4	$293K	Sell	10,300 -16	-0.2%	-$462	0.01%	797
2016 Q3	$306K	Buy	+10,316	New	+$306K	0.02%	734

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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