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

EP Wealth Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.49M Buy
2022
Q3 		– Sell
2022
Q2 		$144K Buy
2022
Q1 		$146K Buy
2021
Q4 		– Sell
2021
Q3 		$239K Sell
2021
Q2 		$288K Buy
2018
Q4 		– Sell
2018
Q3 		$207K Buy