Mid Atlantic Financial Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Mid Atlantic Financial 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 Q1	–	Sell	-20,340	Closed	-$598K	–	763
2019 Q4	$598K	Sell	20,340 -9,482	-32%	-$279K	0.06%	338
2019 Q3	$884K	Sell	29,822 -12,950	-30%	-$381K	0.09%	230
2019 Q2	$1.25M	Sell	42,772 -30,431	-42%	-$871K	0.13%	148
2019 Q1	$2.09M	Sell	73,203 -58,443	-44%	-$1.64M	0.23%	90
2018 Q4	$3.67M	Buy	+131,646	New	+$3.62M	0.46%	47

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

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Creative Planning

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