SI
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Stephens Inc’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stephens Inc’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
2023
Q3 		– Sell
-16,881
Closed -$428K – 1275
2023
Q2 		$428K Hold
16,881
– – 0.01% 795
2023
Q1 		$435K Hold
16,881
– – 0.01% 760
2022
Q4 		$424K Buy
16,881
+80
+0.5% +$2K 0.01% 754
2022
Q3 		$419K Hold
16,801
– – 0.01% 769
2022
Q2 		$443K Hold
16,801
– – 0.01% 763
2022
Q1 		$467K Hold
16,801
– – 0.01% 834
2021
Q4 		$498K Hold
16,801
– – 0.01% 846
2021
Q3 		$502K Hold
16,801
– – 0.01% 869
2021
Q2 		$504K Hold
16,801
– – 0.01% 874
2021
Q1 		$498K Buy
+16,801
New +$507K 0.01% 841

Other funds holding SPAB

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
State Street
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return