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 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	–	370
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EPG Wealth Management's SPAB Position: Q2 2024 in Review

EPG Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q2 2024, closing a stake of 26 shares — an estimated $648 sold.

EPG Wealth Management first reported a position in SPAB in Q3 2021 and held it in 10 quarters. The position peaked at $16K in Q1 2022. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

EPG Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
EPG Wealth Management sold 26 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $648.
EPG Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2021 and held it in 10 quarters.
EPG Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16K in Q1 2022.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.