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

EverSource 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 Q2	$403K	Sell	15,804 -294	-2%	-$7.5K	0.01%	651
2026 Q1	$412K	Sell	16,098 -5,669	-26%	-$146K	0.01%	687
2025 Q4	$560K	Sell	21,767 -6,643	-23%	-$172K	0.02%	498
2025 Q3	$734K	Sell	28,410 -31,371	-52%	-$803K	0.03%	386
2025 Q2	$1.53M	Sell	59,781 -3,722	-6%	-$94.1K	0.07%	199
2025 Q1	$1.62M	Buy	+63,503	New	+$1.6M	0.09%	179
2024 Q3	–	Sell	-212	Closed	-$5.42K	–	3118
2024 Q2	$5.42K	Buy	212 +201	+1,827%	+$5.01K	﹤0.01%	2197
2024 Q1	$270	Buy	+11	New	+$278	﹤0.01%	2782
2022 Q2	–	Sell	-2,146	Closed	-$60K	–	1876
2022 Q1	$60K	Sell	2,146 -615	-22%	-$17.6K	0.02%	434
2021 Q4	$82K	Buy	+2,761	New	+$82.1K	0.02%	335

Other funds holding SPAB

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

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

Cerity Partners New York $82.7B AUM 28.53% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

EverSource Wealth Advisors's SPAB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 1.8% in Q2 2026, selling an estimated $7.5K and leaving 15,804 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #651.

EverSource Wealth Advisors first reported a position in SPAB in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.62M in Q1 2025. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

EverSource Wealth Advisors held 15,804 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $403K as of Q2 2026.
EverSource Wealth Advisors sold 294 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $7.5K.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #651 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.62M in Q1 2025.
536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.