Glen Eagle Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Glen Eagle Advisors’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
2023 Q1	–	Sell	-246	Closed	-$6.17K	–	1199
2022 Q4	$6.17K	Buy	+246	New	+$6.16K	﹤0.01%	681
2022 Q2	–	Sell	-495	Closed	-$13.8K	–	1025
2022 Q1	$13.8K	Hold	495	–	–	﹤0.01%	564
2021 Q4	$14.7K	Hold	495	–	–	﹤0.01%	555
2021 Q3	$14.8K	Hold	495	–	–	﹤0.01%	613
2021 Q2	$14.9K	Hold	495	–	–	﹤0.01%	614
2021 Q1	$14.7K	Hold	495	–	–	0.01%	590
2020 Q4	$15.2K	Hold	495	–	–	0.01%	548
2020 Q3	$15.3K	Hold	495	–	–	0.01%	510
2020 Q2	$15.3K	Hold	495	–	–	0.01%	485
2020 Q1	$15K	Hold	495	–	–	0.01%	454
2019 Q4	$14.5K	Buy	+495	New	+$14.6K	0.01%	514

Other funds holding SPAB

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

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

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return