AWM
SPAB icon

Austin Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Austin Wealth Management’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
2025
Q2 		– Sell
-27,019
Closed -$685K – 144
2025
Q1 		$685K Sell
27,019
-3,066
-10% -$77.4K 0.14% 70
2024
Q4 		$753K Sell
30,085
-2,230
-7% -$56.7K 0.16% 66
2024
Q3 		$840K Sell
32,315
-204
-0.6% -$5.25K 0.18% 62
2024
Q2 		$824K Sell
32,519
-119
-0.4% -$2.97K 0.19% 60
2024
Q1 		$816K Sell
32,638
-1,594
-5% -$40.3K 0.2% 60
2023
Q4 		$858K Sell
34,232
-2,060
-6% -$50.7K 0.23% 53
2023
Q3 		$894K Buy
+36,292
New +$904K 0.28% 48

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
CCWA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return