Founders Financial Securities’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	–	Sell	-8,121	Closed	-$209K	–	587
2025 Q4	$209K	Buy	+8,121	New	+$210K	0.01%	541
2025 Q1	–	Sell	-193,887	Closed	-$4.85M	–	496
2024 Q4	$4.85M	Sell	193,887 -5,881	-3%	-$150K	0.44%	50
2024 Q3	$5.22M	Buy	199,768 +1,251	+0.6%	+$32.2K	0.48%	46
2024 Q2	$4.98M	Sell	198,517 -4,852	-2%	-$121K	0.47%	48
2024 Q1	$5.14M	Sell	203,369 -233,164	-53%	-$5.89M	0.54%	45
2023 Q4	$11.2M	Buy	436,533 +20,239	+5%	+$498K	1.24%	19
2023 Q3	$10.1M	Buy	416,294 +30,257	+8%	+$754K	1.31%	18
2023 Q2	$9.79M	Buy	386,037 +64,512	+20%	+$1.65M	1.29%	19
2023 Q1	$8.29M	Buy	321,525 +90,075	+39%	+$2.3M	1.2%	21
2022 Q4	$5.82M	Buy	231,450 +13,203	+6%	+$331K	0.91%	21
2022 Q3	$5.45M	Sell	218,247 -22,906	-9%	-$600K	0.96%	18
2022 Q2	$6.35M	Sell	241,153 -13,621	-5%	-$363K	1.24%	15
2022 Q1	$7.08M	Buy	254,774 +117,256	+85%	+$3.35M	1.25%	16
2021 Q4	$4.07M	Buy	137,518 +10,759	+8%	+$320K	0.73%	31
2021 Q3	$3.78M	Buy	126,759 +2,308	+2%	+$69.6K	0.76%	24
2021 Q2	$3.73M	Buy	124,451 +12,855	+12%	+$383K	0.74%	28
2021 Q1	$3.31M	Buy	111,596 +3,698	+3%	+$112K	0.76%	27
2020 Q4	$3.32M	Sell	107,898 -25,772	-19%	-$792K	0.8%	31
2020 Q3	$4.12M	Buy	133,670 +6,041	+5%	+$187K	1.31%	19
2020 Q2	$3.94M	Buy	127,629 +71,886	+129%	+$2.2M	1.28%	21
2020 Q1	$1.69M	Sell	55,743 -40,187	-42%	-$1.19M	0.63%	21
2019 Q4	$2.82M	Buy	95,930 +3,610	+4%	+$106K	0.95%	28
2019 Q3	$2.74M	Buy	92,320 +4,060	+5%	+$119K	0.87%	31
2019 Q2	$2.58M	Buy	88,260 +7,045	+9%	+$202K	0.85%	31
2019 Q1	$2.32M	Buy	81,215 +28,925	+55%	+$812K	0.73%	34
2018 Q4	$1.46M	Buy	+52,290	New	+$1.44M	0.53%	34