Measured Wealth Private Client Group’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Measured Wealth Private Client Group’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
2019 Q4	–	Sell	-44,641	Closed	-$1.32M	–	134
2019 Q3	$1.32M	Sell	44,641 -54,114	-55%	-$1.59M	0.86%	23
2019 Q2	$2.88M	Buy	98,755 +35,619	+56%	+$1.02M	1.66%	11
2019 Q1	$1.8M	Buy	63,136 +16,740	+36%	+$470K	1.11%	14
2018 Q4	$1.29M	Buy	46,396 +14,839	+47%	+$408K	1.17%	19
2018 Q3	$874K	Buy	31,557 +9,373	+42%	+$261K	0.52%	26
2018 Q2	$618K	Buy	+22,184	New	+$618K	0.5%	32

Other funds holding SPAB

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

CPO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Measured Wealth Private Client Group's SPAB Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2019, closing a stake of 44,641 shares — an estimated $1.32M sold.

Measured Wealth Private Client Group first reported a position in SPAB in Q2 2018 and held it in 6 quarters. The position peaked at $2.88M in Q2 2019. 291 funds tracked by Wall St. Rank hold SPAB as of Q4 2019.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 44,641 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2019, an estimated $1.32M.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 6 quarters.
Measured Wealth Private Client Group's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.88M in Q2 2019.
291 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.