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 $2.9T AUM 29.55% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return