Capital Planning 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 | $364K | Sell |
14,232
-796
| -5% | -$20.4K | 0.05% | 111 |
|
|
2025
Q1 | $384K | Buy |
15,028
+5,385
| +56% | +$138K | 0.06% | 110 |
|
|
2024
Q4 | $241K | Hold |
9,643
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $252K | Hold |
9,643
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $242K | Sell |
9,643
-2,442
| -20% | -$61.3K | 0.04% | 127 |
|
|
2024
Q1 | $306K | Buy |
+12,085
| New | +$306K | 0.05% | 117 |
|