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

West 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
2023
Q2 		– Sell
-151
Closed -$3.9K – 198
2023
Q1 		$3.9K Hold
151
– – ﹤0.01% 130
2022
Q4 		$3.79K Hold
151
– – ﹤0.01% 128
2022
Q3 		$4K Hold
151
– – ﹤0.01% 155
2022
Q2 		$4K Hold
151
– – ﹤0.01% 143
2022
Q1 		$4K Buy
151
+78
+107% +$2.23K ﹤0.01% 171
2021
Q4 		$2K Hold
73
– – ﹤0.01% 166
2021
Q3 		$2K Hold
73
– – ﹤0.01% 146
2021
Q2 		$2K Hold
73
– – ﹤0.01% 141
2021
Q1 		$2K Hold
73
– – ﹤0.01% 147
2020
Q4 		$2K Buy
+73
New +$2.24K ﹤0.01% 142

Other funds holding SPAB

LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return