Prospera Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Prospera Financial Services’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	-3,889	Closed	-$108K	–	2473
2022 Q1	$108K	Sell	3,889 -4,446	-53%	-$127K	﹤0.01%	1087
2021 Q4	$247K	Sell	8,335 -9,059	-52%	-$269K	0.01%	765
2021 Q3	$519K	Buy	17,394 +290	+2%	+$8.74K	0.03%	525
2021 Q2	$513K	Sell	17,104 -328	-2%	-$9.78K	0.03%	529
2021 Q1	$517K	Sell	17,432 -730	-4%	-$22K	0.03%	482
2020 Q4	$559K	Sell	18,162 -210	-1%	-$6.45K	0.04%	398
2020 Q3	$566K	Sell	18,372 -9,800	-35%	-$303K	0.22%	86
2020 Q2	$869K	Sell	28,172 -153	-0.5%	-$4.67K	0.08%	255
2020 Q1	$856K	Buy	28,325 +5,079	+22%	+$151K	0.09%	216
2019 Q4	$683K	Buy	23,246 +3,320	+17%	+$97.9K	0.05%	317
2019 Q3	$591K	Buy	+19,926	New	+$586K	0.06%	268

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 $59.6B AUM 29.42% 1-Year Est. Return