Atria Wealth Solutions’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.9M | Buy |
230,314
+58,290
| +34% | +$1.49M | 0.13% | 183 |
|
2025
Q1 | $4.39M | Sell |
172,024
-6,720
| -4% | -$172K | 0.05% | 378 |
|
2024
Q4 | $4.47M | Sell |
178,744
-15,923
| -8% | -$398K | 0.05% | 383 |
|
2024
Q3 | $5.09M | Buy |
194,667
+34,033
| +21% | +$890K | 0.06% | 343 |
|
2024
Q2 | $4.03M | Buy |
160,634
+61,624
| +62% | +$1.55M | 0.04% | 389 |
|
2024
Q1 | $2.5M | Sell |
99,010
-23,435
| -19% | -$592K | 0.03% | 567 |
|
2023
Q4 | $3.14M | Buy |
122,445
+36,253
| +42% | +$930K | 0.04% | 453 |
|
2023
Q3 | $2.1M | Buy |
86,192
+7,214
| +9% | +$176K | 0.03% | 542 |
|
2023
Q2 | $2M | Sell |
78,978
-5,479
| -6% | -$139K | 0.03% | 561 |
|
2023
Q1 | $2.18M | Sell |
84,457
-5,117
| -6% | -$132K | 0.03% | 511 |
|
2022
Q4 | $2.25M | Buy |
89,574
+887
| +1% | +$22.3K | 0.04% | 471 |
|
2022
Q3 | $2.21M | Buy |
88,687
+10,344
| +13% | +$258K | 0.04% | 443 |
|
2022
Q2 | $2.06M | Buy |
78,343
+12,757
| +19% | +$336K | 0.04% | 418 |
|
2022
Q1 | $1.82M | Buy |
+65,586
| New | +$1.82M | 0.03% | 510 |
|