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

WealthShield’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
2017 Q4	$3K	Buy	+118	New	+$3.4K	﹤0.01%	212

Other funds holding SPAB

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthShield's SPAB Position: Q4 2017 in Review

WealthShield opened a new position in State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2017: 118 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings.

113 funds tracked by Wall St. Rank hold SPAB as of Q4 2017.

WealthShield held 118 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $3K as of Q4 2017.
State Street SPDR Portfolio Aggregate Bond ETF was a new WealthShield position in Q4 2017.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #212 holding.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.