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	–	893
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 $3.37T AUM 44.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Optimum Investment Advisors's SPAB Position: Q1 2022 in Review

Optimum Investment Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2022, closing a stake of 600 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in SPAB in Q1 2015 and held it in 17 quarters. The position peaked at $25K in Q4 2020. 407 funds tracked by Wall St. Rank hold SPAB as of Q1 2022.

Optimum Investment Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 600 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2022, an estimated $18K.
Optimum Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2015 and held it in 17 quarters.
Optimum Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $25K in Q4 2020.
407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.