EAM
SPAB icon

Empirical Asset Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Empirical Asset 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
2026
Q1 		$328K Buy
12,796
+1,171
+10% +$30.2K 0.09% 277
2025
Q4 		$299K Sell
11,625
-599
-5% -$15.5K 0.08% 266
2025
Q3 		$316K Sell
12,224
-3,378
-22% -$86.5K 0.09% 286
2025
Q2 		$399K Buy
15,602
+2,760
+21% +$69.8K 0.12% 229
2025
Q1 		$328K Buy
12,842
+572
+5% +$14.4K 0.11% 239
2024
Q4 		$307K Sell
12,270
-757
-6% -$19.2K 0.1% 224
2024
Q3 		$341K Buy
13,027
+2,700
+26% +$69.5K 0.12% 211
2024
Q2 		$259K Sell
10,327
-314
-3% -$7.83K 0.1% 276
2024
Q1 		$269K Buy
10,641
+2,705
+34% +$68.4K 0.13% 215
2023
Q4 		$203K Buy
+7,936
New +$195K 0.17% 172

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $13B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return