Golden State 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 | $12.9M | Sell |
503,795
-8,014
| -2% | -$205K | 1.57% | 12 |
|
|
2025
Q1 | $13.1M | Buy |
511,809
+854
| +0.2% | +$21.8K | 1.94% | 8 |
|
|
2024
Q4 | $12.8M | Buy |
+510,955
| New | +$12.8M | 1.91% | 8 |
|
|
2022
Q1 | $14.5M | Buy |
521,473
+18,214
| +4% | +$506K | 2.84% | 6 |
|
|
2021
Q4 | $14.9M | Buy |
503,259
+54,895
| +12% | +$1.63M | 2.57% | 6 |
|
|
2021
Q3 | $13.4M | Buy |
448,364
+26,830
| +6% | +$801K | 2.91% | 6 |
|
|
2021
Q2 | $12.7M | Buy |
421,534
+65,913
| +19% | +$1.98M | 2.79% | 6 |
|
|
2021
Q1 | $10.5M | Buy |
355,621
+64,447
| +22% | +$1.91M | 3.48% | 5 |
|
|
2020
Q4 | $8.97M | Buy |
291,174
+62,840
| +28% | +$1.93M | 2.6% | 7 |
|
|
2020
Q3 | $7.04M | Sell |
228,334
-32,629
| -13% | -$1.01M | 2.35% | 8 |
|
|
2020
Q2 | $8.19M | Buy |
260,963
+153,986
| +144% | +$4.83M | 2.63% | 6 |
|
|
2020
Q1 | $3.23M | Buy |
+106,977
| New | +$3.23M | 1.43% | 15 |
|
|
2019
Q4 | – | Sell |
-18,321
| Closed | -$543K | – | 776 |
|
|
2019
Q3 | $543K | Buy |
18,321
+5,030
| +38% | +$149K | 0.18% | 104 |
|
|
2019
Q2 | $387K | Buy |
13,291
+2,679
| +25% | +$78K | 0.12% | 146 |
|
|
2019
Q1 | $303K | Buy |
+10,612
| New | +$303K | 0.1% | 165 |
|