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

Hartford Financial Management’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 Q2	–	Sell	-201	Closed	-$6K	–	353
2020 Q1	$6K	Hold	201	–	–	﹤0.01%	286
2019 Q4	$6K	Hold	201	–	–	﹤0.01%	310
2019 Q3	$6K	Hold	201	–	–	﹤0.01%	320
2019 Q2	$6K	Hold	201	–	–	﹤0.01%	317
2019 Q1	$6K	Hold	201	–	–	﹤0.01%	327
2018 Q4	$6K	Hold	201	–	–	﹤0.01%	339
2018 Q3	$6K	Sell	201 -188	-48%	-$5.23K	﹤0.01%	358
2018 Q2	$11K	Buy	+389	New	+$10.8K	﹤0.01%	322

Other funds holding SPAB

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CPO

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

RJA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Hartford Financial Management's SPAB Position: Q2 2020 in Review

Hartford Financial Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 201 shares — an estimated $6K sold.

Hartford Financial Management first reported a position in SPAB in Q2 2018 and held it in 8 quarters. The position peaked at $11K in Q2 2018. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

Hartford Financial Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Hartford Financial Management sold 201 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $6K.
Hartford Financial Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 8 quarters.
Hartford Financial Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $11K in Q2 2018.
297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on Hartford Financial Management's 13F filing for Q2 2020, filed 23 Jul 2020.