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	–	1560
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	–	1461
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 $3.37T AUM 44.26% 1-Year Est. Return

RIG

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

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

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

SMM

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

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

CPO

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

RJA

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

FWM

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

First Allied Advisory Services's SPAB Position: Q3 2020 in Review

First Allied Advisory Services increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 6% in Q3 2020, buying an estimated $17.5K and bringing the position to 9,933 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #889.

First Allied Advisory Services first reported a position in SPAB in Q3 2016 and has held it in 7 quarters since. The position peaked at $392K in Q3 2019. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

First Allied Advisory Services held 9,933 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $306K as of Q3 2020.
First Allied Advisory Services bought 566 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $17.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #889 holding.
First Allied Advisory Services first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2016 and has held it in 7 quarters since.
First Allied Advisory Services's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $392K in Q3 2019.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.