EWM
SPAB icon

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

EPG 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
2024
Q3 		– Hold
0
– -$652 – 454
2024
Q2 		– Sell
-26
Closed -$648 – 439
2024
Q1 		$657 Hold
26
– – ﹤0.01% 439
2023
Q4 		$650 Hold
26
– – ﹤0.01% 418
2023
Q3 		$633 Sell
26
-27
-51% -$673 ﹤0.01% 413
2023
Q2 		$1.34K Sell
53
-228
-81% -$5.83K ﹤0.01% 402
2023
Q1 		$7.23K Hold
281
– – ﹤0.01% 378
2022
Q4 		$7.05K Hold
281
– – ﹤0.01% 346
2022
Q3 		$7K Buy
+281
New +$7.37K ﹤0.01% 350
2022
Q2 		– Sell
-561
Closed -$16K – 372
2022
Q1 		$16K Buy
561
+280
+100% +$8K 0.01% 341
2021
Q4 		$8K Hold
281
– – ﹤0.01% 366
2021
Q3 		$8K Buy
+281
New +$8.47K ﹤0.01% 341

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return