Axxcess Wealth Management’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 | $2.95M | Buy |
115,359
+67,479
| +141% | +$1.73M | 0.07% | 223 |
|
|
2025
Q1 | $1.22M | Buy |
47,880
+12,729
| +36% | +$325K | 0.03% | 346 |
|
|
2024
Q4 | $878K | Sell |
35,151
-52,440
| -60% | -$1.31M | 0.02% | 425 |
|
|
2024
Q3 | $2.29M | Buy |
87,591
+42,006
| +92% | +$1.1M | 0.06% | 240 |
|
|
2024
Q2 | $1.14M | Sell |
45,585
-762
| -2% | -$19.1K | 0.03% | 345 |
|
|
2024
Q1 | $1.17M | Sell |
46,347
-42,779
| -48% | -$1.08M | 0.03% | 339 |
|
|
2023
Q4 | $2.29M | Buy |
89,126
+29,578
| +50% | +$758K | 0.07% | 227 |
|
|
2023
Q3 | $1.45M | Sell |
59,548
-7,485
| -11% | -$182K | 0.05% | 248 |
|
|
2023
Q2 | $1.7M | Sell |
67,033
-37,904
| -36% | -$962K | 0.12% | 153 |
|
|
2023
Q1 | $2.71M | Sell |
104,937
-45,188
| -30% | -$1.17M | 0.2% | 99 |
|
|
2022
Q4 | $3.77M | Buy |
150,125
+74,336
| +98% | +$1.87M | 0.31% | 69 |
|
|
2022
Q3 | $1.89M | Buy |
75,789
+6,770
| +10% | +$169K | 0.18% | 108 |
|
|
2022
Q2 | $1.82M | Buy |
69,019
+23,229
| +51% | +$612K | 0.17% | 117 |
|
|
2022
Q1 | $1.27M | Sell |
45,790
-15,202
| -25% | -$423K | 0.1% | 175 |
|
|
2021
Q4 | $1.81M | Buy |
+60,992
| New | +$1.81M | 0.13% | 132 |
|