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 $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