BWA
SPAB icon

Burt Wealth Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Burt Wealth 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
2025
Q3 		$7.37M Sell
285,082
-4,092
-1% -$105K 1.81% 11
2025
Q2 		$7.4M Sell
289,174
-3,062
-1% -$77.4K 1.69% 13
2025
Q1 		$7.46M Sell
292,236
-15,105
-5% -$381K 1.87% 14
2024
Q4 		$7.68M Sell
307,341
-9,233
-3% -$235K 1.95% 14
2024
Q3 		$8.28M Sell
316,574
-4,863
-2% -$125K 2.04% 14
2024
Q2 		$8.06M Sell
321,437
-8,585
-3% -$214K 2.13% 14
2024
Q1 		$8.34M Buy
330,022
+287
+0.1% +$7.26K 2.12% 14
2023
Q4 		$8.45M Buy
+329,735
New +$8.11M 2.41% 14
2022
Q3 		– Sell
-317,265
Closed -$8.36M – 98
2022
Q2 		$8.36M Buy
+317,265
New +$8.45M 2.91% 14

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return