Valeo Financial Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-169	Closed	-$5K	–	1626
2021 Q1	$5K	Buy	169 +1	+0.6%	+$30	﹤0.01%	1586
2020 Q4	$5K	Buy	+168	New	+$5.16K	﹤0.01%	1379
2019 Q4	–	Sell	-158	Closed	-$5K	–	1708
2019 Q3	$5K	Sell	158 -169	-52%	-$4.97K	﹤0.01%	1210
2019 Q2	$10K	Hold	327	–	–	﹤0.01%	1032
2019 Q1	$9K	Buy	327 +219	+203%	+$6.15K	﹤0.01%	1004
2018 Q4	$3K	Hold	108	–	–	﹤0.01%	1223
2018 Q3	$3K	Hold	108	–	–	﹤0.01%	1378
2018 Q2	$3K	Buy	+108	New	+$3.01K	﹤0.01%	1278

Other funds holding SPAB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CPO

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

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

WCWM

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

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

Valeo Financial Advisors's SPAB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2021, closing a stake of 169 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in SPAB in Q2 2018 and held it in 8 quarters. The position peaked at $10K in Q2 2019. 354 funds tracked by Wall St. Rank hold SPAB as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 169 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q2 2018 and held it in 8 quarters.
Valeo Financial Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $10K in Q2 2019.
354 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.