Moseley Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Moseley Investment 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	–	Sell	-9,196	Closed	-$256K	–	165
2022 Q1	$256K	Buy	9,196 +287	+3%	+$8.2K	0.14%	151
2021 Q4	$264K	Buy	8,909 +88	+1%	+$2.62K	0.12%	158
2021 Q3	$264K	Sell	8,821 -827	-9%	-$24.9K	0.13%	149
2021 Q2	$290K	Buy	9,648 +271	+3%	+$8.08K	0.14%	141
2021 Q1	$278K	Sell	9,377 -1,197	-11%	-$36.1K	0.15%	135
2020 Q4	$326K	Buy	10,574 +1,851	+21%	+$56.9K	0.19%	111
2020 Q3	$269K	Sell	8,723 -79	-0.9%	-$2.44K	0.19%	109
2020 Q2	$272K	Buy	8,802 +26	+0.3%	+$794	0.23%	106
2020 Q1	$265K	Buy	8,776 +404	+5%	+$12K	0.31%	87
2019 Q4	$246K	Sell	8,372 -10	-0.1%	-$295	0.24%	104
2019 Q3	$248K	Sell	8,382 -138	-2%	-$4.06K	0.26%	101
2019 Q2	$249K	Buy	8,520 +629	+8%	+$18K	0.23%	113
2019 Q1	$225K	Buy	+7,891	New	+$222K	0.23%	115

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 $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

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