Founders Financial Alliance’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	$205K	Sell	7,991 -100	-1%	-$2.58K	0.04%	383
2025 Q4	$208K	Sell	8,091 -28	-0.3%	-$725	0.04%	345
2025 Q3	$210K	Buy	8,119 +78	+1%	+$2K	0.04%	371
2025 Q2	$206K	Buy	8,041 +77	+1%	+$1.95K	0.05%	315
2025 Q1	$203K	Buy	7,964 +51	+0.6%	+$1.29K	0.05%	338
2024 Q4	$198K	Buy	7,913 +98	+1%	+$2.49K	0.05%	280
2024 Q3	$204K	Sell	7,815 -247	-3%	-$6.36K	0.06%	282
2024 Q2	$202K	Sell	8,062 -9	-0.1%	-$224	0.06%	265
2024 Q1	$204K	Buy	8,071 +49	+0.6%	+$1.24K	0.06%	261
2023 Q4	$206K	Buy	8,022 +99	+1%	+$2.44K	0.08%	237
2023 Q3	$193K	Sell	7,923 -3,644	-32%	-$90.8K	0.08%	230
2023 Q2	$293K	Buy	11,567 +62	+0.5%	+$1.59K	0.12%	192
2023 Q1	$297K	Buy	11,505 +40	+0.3%	+$1.02K	0.15%	151
2022 Q4	$288K	Buy	11,465 +186	+2%	+$4.66K	0.13%	166
2022 Q3	$281K	Buy	11,279 +3,596	+47%	+$94.3K	0.14%	158
2022 Q2	$202K	Buy	7,683 +44	+0.6%	+$1.17K	0.1%	204
2022 Q1	$212K	Sell	7,639 -845	-10%	-$24.1K	0.09%	203
2021 Q4	$251K	Buy	8,484 +56	+0.7%	+$1.67K	0.1%	210
2021 Q3	$252K	Buy	8,428 +5	+0.1%	+$151	0.12%	181
2021 Q2	$253K	Buy	8,423 +15	+0.2%	+$447	0.12%	198
2021 Q1	$251K	Sell	8,408 -5,178	-38%	-$156K	0.12%	185
2020 Q4	$419K	Sell	13,586 -287	-2%	-$8.81K	0.24%	100
2020 Q3	$428K	Buy	+13,873	New	+$429K	0.26%	80