RDA Financial Network’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

RDA Financial Network’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
2021 Q4	–	Sell	-13,322	Closed	-$398K	–	228
2021 Q3	$398K	Sell	13,322 -8	-0.1%	-$241	0.18%	132
2021 Q2	$400K	Sell	13,330 -3,879	-23%	-$116K	0.18%	132
2021 Q1	$510K	Sell	17,209 -7,128	-29%	-$215K	0.22%	105
2020 Q4	$749K	Sell	24,337 -811	-3%	-$24.9K	0.34%	81
2020 Q3	$775K	Sell	25,148 -8	-0%	-$248	0.35%	75
2020 Q2	$776K	Sell	25,156 -1,292	-5%	-$39.5K	0.39%	72
2020 Q1	$799K	Sell	26,448 -23,310	-47%	-$693K	0.48%	57
2019 Q4	$1.49M	Sell	49,758 -816	-2%	-$24.1K	0.6%	38
2019 Q3	$1.49M	Buy	50,574 +195	+0.4%	+$5.74K	0.64%	37
2019 Q2	$1.47M	Buy	50,379 +3,584	+8%	+$103K	0.66%	33
2019 Q1	$1.33M	Buy	+46,795	New	+$1.31M	0.63%	37

Other funds holding SPAB

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management

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

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return