Rowland Carmichael Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Rowland Carmichael 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
2020 Q4	$21K	Hold	686	–	–	0.01%	338
2020 Q3	$21K	Hold	686	–	–	0.01%	314
2020 Q2	$21K	Hold	686	–	–	0.01%	304
2020 Q1	$21K	Hold	686	–	–	0.01%	286
2019 Q4	$20K	Hold	686	–	–	0.01%	327
2019 Q3	$20K	Hold	686	–	–	0.01%	329
2019 Q2	$20K	Hold	686	–	–	0.01%	306
2019 Q1	$20K	Hold	686	–	–	0.01%	301
2018 Q4	$19K	Hold	686	–	–	0.01%	271
2018 Q3	$19K	Hold	686	–	–	0.01%	326
2018 Q2	$19K	Hold	686	–	–	0.01%	329
2018 Q1	$19K	Hold	686	–	–	0.01%	290
2017 Q4	$20K	Hold	686	–	–	0.01%	300
2017 Q3	$20K	Hold	686	–	–	0.01%	279
2017 Q2	$20K	Hold	686	–	–	0.01%	274
2017 Q1	$20K	Hold	686	–	–	0.01%	267
2016 Q4	$20K	Hold	686	–	–	0.01%	283
2016 Q3	$20K	Hold	686	–	–	0.01%	268
2016 Q2	$20K	Hold	686	–	–	0.01%	275
2016 Q1	$20K	Buy	+686	New	+$19.8K	0.02%	191

Other funds holding SPAB

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

RIG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CPO

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WCWM

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

Rowland Carmichael Advisors's SPAB Position: Q4 2020 in Review

Rowland Carmichael Advisors held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q4 2020 at 686 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #338.

Rowland Carmichael Advisors first reported a position in SPAB in Q1 2016 and has held it in 20 quarters since. 338 funds tracked by Wall St. Rank hold SPAB as of Q4 2020.

Rowland Carmichael Advisors held 686 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $21K as of Q4 2020.
Rowland Carmichael Advisors left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q4 2020.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #338 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2016 and has held it in 20 quarters since.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.