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Epic Trust Investment Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Epic Trust Investment 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
2024
Q2 		$902K Buy
35,968
+32
+0.1% +$798 0.99% 23
2024
Q1 		$908K Buy
35,936
+3,178
+10% +$80.3K 1.12% 20
2023
Q4 		$840K Buy
32,758
+23,959
+272% +$589K 1.13% 23
2023
Q3 		$214K Buy
+8,799
New +$219K 0.34% 85

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
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

Epic Trust Investment Advisors's SPAB Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 0.09% in Q2 2024, buying an estimated $798 and bringing the position to 35,968 shares worth $902K. The position accounts for 0.99% of the portfolio, ranked #23.

Epic Trust Investment Advisors first reported a position in SPAB in Q3 2023 and has held it in 4 quarters since. The position peaked at $908K in Q1 2024. 455 funds tracked by Wall St. Rank hold SPAB as of Q2 2024.

  • Epic Trust Investment Advisors held 35,968 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $902K as of Q2 2024.
  • Epic Trust Investment Advisors bought 32 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2024, an estimated $798.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.99% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #23 holding.
  • Epic Trust Investment Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Epic Trust Investment Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $908K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.