Optimum Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Optimum Investment Advisors’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 Q1	–	Sell	-600	Closed	-$18K	–	894
2021 Q4	$18K	Hold	600	–	–	0.01%	610
2021 Q3	$18K	Hold	600	–	–	0.01%	608
2021 Q2	$18K	Sell	600 -200	-25%	-$5.97K	0.01%	675
2021 Q1	$24K	Hold	800	–	–	0.01%	639
2020 Q4	$25K	Hold	800	–	–	0.01%	596
2020 Q3	$25K	Hold	800	–	–	0.01%	568
2020 Q2	$25K	Hold	800	–	–	0.01%	565
2020 Q1	$24K	Hold	800	–	–	0.01%	545
2019 Q4	$24K	Hold	800	–	–	0.01%	644
2019 Q3	$24K	Hold	800	–	–	0.01%	651
2019 Q2	$23K	Hold	800	–	–	0.01%	652
2019 Q1	$23K	Hold	800	–	–	0.01%	660
2018 Q4	$22K	Hold	800	–	–	0.01%	641
2018 Q3	$22K	Hold	800	–	–	0.01%	712
2018 Q2	$22K	Hold	800	–	–	0.01%	716
2018 Q1	$23K	Buy	+800	New	+$22.6K	0.01%	686
2015 Q1	$18K	Buy	+600	New	+$17.6K	0.01%	713

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

Envestnet Asset Management

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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return