REDW Wealth’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

REDW Wealth’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 Q2	–	Sell	-7,934	Closed	-$235K	–	118
2021 Q1	$235K	Sell	7,934 -162	-2%	-$4.89K	0.08%	98
2020 Q4	$249K	Sell	8,096 -233	-3%	-$7.16K	0.09%	81
2020 Q3	$257K	Sell	8,329 -167	-2%	-$5.17K	0.11%	74
2020 Q2	$262K	Sell	8,496 -520	-6%	-$15.9K	0.13%	71
2020 Q1	$272K	Sell	9,016 -311	-3%	-$9.24K	0.17%	55
2019 Q4	$274K	Sell	9,327 -145	-2%	-$4.27K	0.15%	65
2019 Q3	$281K	Buy	9,472 +93	+1%	+$2.74K	0.17%	65
2019 Q2	$274K	Buy	9,379 +250	+3%	+$7.16K	0.16%	64
2019 Q1	$261K	Sell	9,129 -78	-0.8%	-$2.19K	0.16%	65
2018 Q4	$256K	Buy	+9,207	New	+$253K	0.18%	56

Other funds holding SPAB

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

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

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return