EWA
SPAB icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.34M Sell
91,171
-44,320
-33% -$1.14M 0.01% 447
2025
Q4 		$3.49M Buy
+135,491
New +$3.51M 0.02% 340
2022
Q3 		– Sell
-5,458
Closed -$144K – 597
2022
Q2 		$144K Buy
5,458
+221
+4% +$5.89K ﹤0.01% 609
2022
Q1 		$146K Buy
+5,237
New +$150K ﹤0.01% 601
2021
Q4 		– Sell
-8,023
Closed -$239K – 564
2021
Q3 		$239K Sell
8,023
-1,563
-16% -$47.1K 0.01% 477
2021
Q2 		$288K Buy
+9,586
New +$286K 0.01% 450
2018
Q4 		– Sell
-7,465
Closed -$207K – 298
2018
Q3 		$207K Buy
+7,465
New +$208K 0.02% 268

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 $6.83B AUM 12.51% 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