EWA
SPAB icon

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
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 – 1878
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
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 $7.61B AUM 16.44% 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