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	–	1631
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	–	1715
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

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 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

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

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