Laurel Wealth Advisors (California)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$3.44M	Sell	137,018 -151,245	-52%	-$3.79M	0.34%	69
2022 Q3	$7.19M	Buy	288,263 +247,347	+605%	+$6.48M	0.77%	23
2022 Q2	$1.08M	Sell	40,916 -25,144	-38%	-$670K	0.11%	203
2022 Q1	$1.84M	Sell	66,060 -168,136	-72%	-$4.8M	0.15%	147
2021 Q4	$6.94M	Buy	+234,196	New	+$6.96M	0.54%	34
2021 Q3	–	Sell	-349,928	Closed	-$10.5M	–	500
2021 Q2	$10.5M	Sell	349,928 -26,381	-7%	-$787K	1.36%	9
2021 Q1	$11.2M	Buy	376,309 +60,460	+19%	+$1.82M	1.69%	6
2020 Q4	$9.72M	Buy	315,849 +45,044	+17%	+$1.38M	1.43%	8
2020 Q3	$8.34M	Buy	270,805 +5,862	+2%	+$181K	1.38%	12
2020 Q2	$8.18M	Buy	264,943 +234,057	+758%	+$7.15M	1.5%	8
2020 Q1	$933K	Buy	30,886 +3,314	+12%	+$98.5K	0.22%	119
2019 Q4	$810K	Buy	+27,572	New	+$813K	0.14%	179

Other funds holding SPAB

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services

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

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return