Avantax Advisory Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.3M	Buy	245,931 +3,003	+1%	+$75.9K	0.03%	378
2025 Q1	$6.2M	Buy	242,928 +23,675	+11%	+$597K	0.04%	349
2024 Q4	$5.48M	Buy	219,253 +21,310	+11%	+$542K	0.03%	372
2024 Q3	$5.17M	Buy	197,943 +44,499	+29%	+$1.15M	0.03%	386
2024 Q2	$3.85M	Buy	153,444 +99,188	+183%	+$2.47M	0.03%	443
2024 Q1	$1.37M	Buy	54,256 +37,200	+218%	+$940K	0.01%	651
2023 Q4	$437K	Sell	17,056 -324,619	-95%	-$7.99M	﹤0.01%	1053
2023 Q3	$8.32M	Buy	341,675 +323,553	+1,785%	+$8.06M	0.09%	171
2023 Q2	$460K	Buy	18,122 +2,339	+15%	+$59.8K	0.01%	972
2023 Q1	$407K	Buy	15,783 +1,357	+9%	+$34.7K	0.01%	999
2022 Q4	$363K	Buy	14,426 +5,560	+63%	+$139K	﹤0.01%	1015
2022 Q3	$221K	Buy	+8,866	New	+$232K	﹤0.01%	1161