Congress Wealth Management’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
2025 Q2	–	Sell	-35,877	Closed	-$916K	–	1212
2025 Q1	$916K	Buy	35,877 +83	+0.2%	+$2.09K	0.01%	651
2024 Q4	$894K	Buy	35,794 +5,753	+19%	+$146K	0.01%	535
2024 Q3	$785K	Sell	30,041 -4,550	-13%	-$117K	0.01%	557
2024 Q2	$868K	Buy	34,591 +66	+0.2%	+$1.65K	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%	+$432K	0.02%	358
2023 Q3	$830K	Buy	34,100 +16,271	+91%	+$405K	0.02%	396
2023 Q2	$452K	Buy	17,829 +3,129	+21%	+$80K	0.01%	430
2023 Q1	$379K	Sell	14,700 -3,487	-19%	-$89.2K	0.01%	451
2022 Q4	$457K	Sell	18,187 -2,980	-14%	-$74.7K	0.01%	419
2022 Q3	$528K	Buy	21,167 +4,975	+31%	+$130K	0.01%	399
2022 Q2	$427K	Sell	16,192 -51,997	-76%	-$1.39M	0.01%	428
2022 Q1	$1.9M	Sell	68,189 -15,797	-19%	-$451K	0.04%	297
2021 Q4	$2.49M	Buy	+83,986	New	+$2.5M	0.05%	288