Ten Capital Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Ten Capital Wealth 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
2022 Q4	–	Sell	-1,760	Closed	-$44K	–	659
2022 Q3	$44K	Buy	+1,760	New	+$46.1K	0.02%	162
2022 Q1	–	Sell	-35	Closed	-$1K	–	537
2021 Q4	$1K	Buy	+35	New	+$1.04K	﹤0.01%	456
2021 Q3	–	Sell	-47,519	Closed	-$1.43M	–	549
2021 Q2	$1.43M	Sell	47,519 -68,311	-59%	-$2.04M	0.32%	69
2021 Q1	$3.43M	Sell	115,830 -123,177	-52%	-$3.72M	0.84%	34
2020 Q4	$7.36M	Sell	239,007 -2,738	-1%	-$84.1K	2.05%	13
2020 Q3	$7.45M	Buy	+241,745	New	+$7.48M	2.51%	10

Other funds holding SPAB

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return