CWM
Collaborative 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 | $389K | Buy |
15,176
+444
| +3% | +$11.4K | 0.17% | 117 |
|
|
2025
Q1 | $376K | Sell |
14,732
-111
| -0.7% | -$2.84K | 0.18% | 112 |
|
|
2024
Q4 | $371K | Sell |
14,843
-1,135
| -7% | -$28.4K | 0.17% | 115 |
|
|
2024
Q3 | $418K | Buy |
15,978
+571
| +4% | +$14.9K | 0.19% | 108 |
|
|
2024
Q2 | $387K | Buy |
15,407
+55
| +0.4% | +$1.38K | 0.19% | 106 |
|
|
2024
Q1 | $388K | Sell |
15,352
-8,380
| -35% | -$212K | 0.19% | 104 |
|
|
2023
Q4 | $608K | Sell |
23,732
-5,773
| -20% | -$148K | 0.33% | 71 |
|
|
2023
Q3 | $718K | Buy |
29,505
+12,552
| +74% | +$306K | 0.43% | 59 |
|
|
2023
Q2 | $430K | Sell |
16,953
-1,149
| -6% | -$29.2K | 0.26% | 90 |
|
|
2023
Q1 | $467K | Sell |
18,102
-17,740
| -49% | -$458K | 0.29% | 86 |
|
|
2022
Q4 | $901K | Buy |
35,842
+2,188
| +7% | +$55K | 0.59% | 52 |
|
|
2022
Q3 | $840K | Sell |
33,654
-4,201
| -11% | -$105K | 0.59% | 49 |
|
|
2022
Q2 | $997K | Buy |
+37,855
| New | +$997K | 0.65% | 44 |
|
|
2021
Q4 | $1.21M | Buy |
+40,852
| New | +$1.21M | 0.66% | 42 |
|
|
2021
Q1 | $1.13M | Buy |
+40,778
| New | +$1.13M | 0.65% | 44 |
|