Lake Point Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Lake Point 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
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	337
2022 Q1	$2K	Hold	61	–	–	﹤0.01%	345
2021 Q4	$2K	Hold	61	–	–	﹤0.01%	349
2021 Q3	$2K	Hold	61	–	–	﹤0.01%	331
2021 Q2	$2K	Buy	+61	New	+$1.82K	﹤0.01%	345
2020 Q1	$2K	Sell	61 -86	-59%	-$2.56K	﹤0.01%	279
2019 Q4	$4K	Buy	+147	New	+$4.33K	﹤0.01%	404
2019 Q2	$36K	Hold	1,245	–	–	0.01%	178
2019 Q1	$36K	Sell	1,245 -44,607	-97%	-$1.25M	0.01%	178
2018 Q4	$1.28M	Buy	+45,852	New	+$1.26M	0.48%	41

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

RIG

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

SMM

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

CPO

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lake Point Wealth Management's SPAB Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2022 at 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Lake Point Wealth Management first reported a position in SPAB in Q4 2018 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2018. 400 funds tracked by Wall St. Rank hold SPAB as of Q2 2022.

Lake Point Wealth Management held 61 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2K as of Q2 2022.
Lake Point Wealth Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #337 holding.
Lake Point Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.28M in Q4 2018.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.