SCA
SPAB icon

Strategic Capital Alternatives’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Strategic Capital Alternatives’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
2016
Q1 		$545K Buy
+18,606
New +$538K 8.65% 2
2015
Q3 		$3.43M Sell
118,826
-43,668
-27% -$1.26M 0.73% 35
2015
Q2 		$4.7M Sell
162,494
-5,612
-3% -$163K 1.13% 19
2015
Q1 		$4.96M Buy
168,106
+51,088
+44% +$1.5M 1.24% 19
2014
Q4 		$3.41M Sell
117,018
-7,696
-6% -$224K 1.33% 22
2014
Q3 		$3.6M Buy
+124,714
New +$3.6M 1.27% 21

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return