Certified Advisory Corp’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
2026 Q1	$5.77M	Buy	225,255 +1,836	+0.8%	+$47.4K	0.52%	59
2025 Q4	$5.75M	Buy	223,419 +1,421	+0.6%	+$36.8K	0.52%	61
2025 Q3	$5.74M	Sell	221,998 -40,415	-15%	-$1.03M	0.55%	57
2025 Q2	$6.72M	Buy	262,413 +12,051	+5%	+$305K	0.7%	50
2025 Q1	$6.39M	Buy	250,362 +6,679	+3%	+$169K	0.72%	43
2024 Q4	$6.09M	Buy	243,683 +8,847	+4%	+$225K	0.66%	53
2024 Q3	$6.14M	Buy	234,836 +31,662	+16%	+$816K	0.68%	51
2024 Q2	$5.1M	Buy	203,174 +6,055	+3%	+$151K	0.64%	52
2024 Q1	$4.98M	Buy	197,119 +4,575	+2%	+$116K	0.7%	47
2023 Q4	$4.94M	Sell	192,544 -9,573	-5%	-$235K	0.75%	39
2023 Q3	$4.3M	Buy	202,117 +33,987	+20%	+$847K	0.79%	37
2023 Q2	$4.27M	Buy	168,130 +38,693	+30%	+$990K	0.78%	36
2023 Q1	$3.34M	Buy	129,437 +74,583	+136%	+$1.91M	0.59%	47
2022 Q4	$1.38M	Buy	54,854 +31,584	+136%	+$791K	0.27%	96
2022 Q3	$581K	Buy	+23,270	New	+$610K	0.13%	137
2022 Q1	–	Sell	-13,227	Closed	-$392K	–	262
2021 Q4	$392K	Sell	13,227 -896	-6%	-$26.6K	0.09%	172
2021 Q3	$422K	Sell	14,123 -2,446	-15%	-$73.7K	0.1%	160
2021 Q2	$497K	Buy	16,569 +1,137	+7%	+$33.9K	0.12%	146
2021 Q1	$458K	Buy	+15,432	New	+$466K	0.12%	142
2020 Q2	$398K	Sell	12,900 -48	-0.4%	-$1.47K	0.13%	139
2020 Q1	$391K	Buy	12,948 +7,679	+146%	+$228K	0.15%	120
2019 Q4	$155K	Buy	5,269 +1,397	+36%	+$41.2K	0.05%	199
2019 Q3	$115K	Buy	3,872 +822	+27%	+$24.2K	0.04%	223
2019 Q2	$89K	Buy	+3,050	New	+$87.3K	0.03%	247