Brown Financial Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Sell
92,276
-5,284
-5% -$135K 0.92% 35
2025
Q1
$2.49M Sell
97,560
-9,358
-9% -$239K 1.03% 32
2024
Q4
$2.67M Buy
106,918
+6,228
+6% +$156K 1.07% 27
2024
Q3
$2.63M Buy
100,690
+38,938
+63% +$1.02M 1.08% 31
2024
Q2
$1.55M Buy
+61,752
New +$1.55M 0.69% 47