WI
SPAB icon

WBI Investments’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

WBI Investments’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
Q4 		– Sell
-61,956
Closed -$1.83M – 383
2016
Q3 		$1.83M Sell
61,956
-11,426
-16% -$339K 0.07% 174
2016
Q2 		$2.18M Sell
73,382
-740,124
-91% -$21.7M 0.08% 107
2016
Q1 		$23.8M Buy
+813,506
New +$23.5M 0.89% 31

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
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return