Medallion Wealth Advisors, LLC’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
$367K Sell
2025
Q4
$530K Sell
2025
Q3
$592K Sell
2025
Q2
$643K Hold
2025
Q1
$643K Buy
2024
Q4
$557K Buy