Stone House Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Stone House Investment Management’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 Q2	–	Sell	-11,466	Closed	-$347K	–	40
2020 Q1	$347K	Sell	11,466 -45,112	-80%	-$1.34M	0.2%	28
2019 Q4	$1.66M	Buy	56,578 +9,840	+21%	+$290K	1.21%	17
2019 Q3	$1.39M	Buy	46,738 +17,526	+60%	+$516K	0.69%	26
2019 Q2	$852K	Buy	29,212 +87	+0.3%	+$2.49K	0.45%	26
2019 Q1	$831K	Buy	29,125 +2,749	+10%	+$77.2K	0.43%	32
2018 Q4	$735K	Buy	26,376 +872	+3%	+$24K	0.46%	32
2018 Q3	$707K	Buy	+25,504	New	+$710K	0.41%	32

Other funds holding SPAB

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Stone House Investment Management's SPAB Position: Q2 2020 in Review

Stone House Investment Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2020, closing a stake of 11,466 shares — an estimated $347K sold.

Stone House Investment Management first reported a position in SPAB in Q3 2018 and held it in 7 quarters. The position peaked at $1.66M in Q4 2019. 297 funds tracked by Wall St. Rank hold SPAB as of Q2 2020.

Stone House Investment Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2020 after selling out during the quarter.
Stone House Investment Management sold 11,466 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2020, an estimated $347K.
Stone House Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2018 and held it in 7 quarters.
Stone House Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.66M in Q4 2019.
297 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2020.

Based on Stone House Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.