Congress Wealth Management’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 | – | Sell |
-35,877
| Closed | -$916K | – | 1212 |
|
|
2025
Q1 | $916K | Buy |
35,877
+83
| +0.2% | +$2.12K | 0.01% | 651 |
|
|
2024
Q4 | $894K | Buy |
35,794
+5,753
| +19% | +$144K | 0.01% | 535 |
|
|
2024
Q3 | $785K | Sell |
30,041
-4,550
| -13% | -$119K | 0.01% | 557 |
|
|
2024
Q2 | $868K | Buy |
34,591
+66
| +0.2% | +$1.66K | 0.01% | 453 |
|
|
2024
Q1 | $873K | Sell |
34,525
-17,130
| -33% | -$433K | 0.02% | 386 |
|
|
2023
Q4 | $1.32M | Buy |
51,655
+17,555
| +51% | +$450K | 0.02% | 358 |
|
|
2023
Q3 | $830K | Buy |
34,100
+16,271
| +91% | +$396K | 0.02% | 396 |
|
|
2023
Q2 | $452K | Buy |
17,829
+3,129
| +21% | +$79.4K | 0.01% | 430 |
|
|
2023
Q1 | $379K | Sell |
14,700
-3,487
| -19% | -$89.9K | 0.01% | 451 |
|
|
2022
Q4 | $457K | Sell |
18,187
-2,980
| -14% | -$74.9K | 0.01% | 419 |
|
|
2022
Q3 | $528K | Buy |
21,167
+4,975
| +31% | +$124K | 0.01% | 399 |
|
|
2022
Q2 | $427K | Sell |
16,192
-51,997
| -76% | -$1.37M | 0.01% | 428 |
|
|
2022
Q1 | $1.9M | Sell |
68,189
-15,797
| -19% | -$439K | 0.04% | 297 |
|
|
2021
Q4 | $2.49M | Buy |
+83,986
| New | +$2.49M | 0.05% | 286 |
|