National Planning Corporation’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-7,800	Closed	-$225K	–	528
2017 Q3	$225K	Buy	7,800 +434	+6%	+$12.5K	0.02%	601
2017 Q2	$211K	Buy	7,366 +84	+1%	+$2.42K	0.02%	659
2017 Q1	$208K	Sell	7,282 -310	-4%	-$8.83K	0.02%	632
2016 Q4	$216K	Hold	7,592	–	–	0.02%	602
2016 Q3	$222K	Hold	7,592	–	–	0.02%	555
2016 Q2	$225K	Hold	7,592	–	–	0.02%	572
2016 Q1	$223K	Sell	7,592 -274	-3%	-$7.92K	0.02%	549
2015 Q4	$227K	Buy	+7,866	New	+$226K	0.02%	588
2015 Q1	–	Sell	-2,580	Closed	-$75.8K	–	1845
2014 Q4	$75.8K	Buy	+2,580	New	+$75K	0.01%	1052

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

SMM

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

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

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

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Planning Corporation's SPAB Position: Q4 2017 in Review

National Planning Corporation sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2017, closing a stake of 7,800 shares — an estimated $225K sold.

National Planning Corporation first reported a position in SPAB in Q4 2014 and held it in 9 quarters. The position peaked at $227K in Q4 2015. 112 funds tracked by Wall St. Rank hold SPAB as of Q4 2017.

National Planning Corporation reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 7,800 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2017, an estimated $225K.
National Planning Corporation first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2014 and held it in 9 quarters.
National Planning Corporation's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $227K in Q4 2015.
112 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.