Institute for Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Institute for Wealth 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 Q3	–	Sell	-12,077	Closed	-$373K	–	442
2020 Q2	$373K	Sell	12,077 -765	-6%	-$23.4K	0.09%	288
2020 Q1	$388K	Buy	12,842 +22	+0.2%	+$654	0.12%	232
2019 Q4	$377K	Buy	12,820 +1,159	+10%	+$34.2K	0.09%	301
2019 Q3	$346K	Buy	11,661 +253	+2%	+$7.44K	0.09%	301
2019 Q2	$333K	Buy	11,408 +1,479	+15%	+$42.3K	0.07%	331
2019 Q1	$283K	Buy	9,929 +1,502	+18%	+$42.2K	0.06%	349
2018 Q4	$235K	Buy	+8,427	New	+$232K	0.1%	223

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

Institute for Wealth Management's SPAB Position: Q3 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2020, closing a stake of 12,077 shares — an estimated $373K sold.

Institute for Wealth Management first reported a position in SPAB in Q4 2018 and held it in 7 quarters. The position peaked at $388K in Q1 2020. 303 funds tracked by Wall St. Rank hold SPAB as of Q3 2020.

Institute for Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 12,077 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2020, an estimated $373K.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and held it in 7 quarters.
Institute for Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $388K in Q1 2020.
303 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.