Exencial Wealth Advisors’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
Q3 | $587K | Sell |
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|
2025
Q2 | $605K | Sell |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $741K | Sell |
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|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $979K | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $214K | Buy |
|