IFP Advisors’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 | $3.24M | Buy |
126,593
+29,258
| +30% | +$749K | 0.09% | 241 |
|
|
2025
Q1 | $2.49M | Buy |
97,335
+6,453
| +7% | +$165K | 0.08% | 306 |
|
|
2024
Q4 | $2.27M | Buy |
90,882
+8,243
| +10% | +$206K | 0.07% | 309 |
|
|
2024
Q3 | $2.16M | Buy |
82,639
+11,160
| +16% | +$292K | 0.08% | 281 |
|
|
2024
Q2 | $1.79M | Buy |
71,479
+25,606
| +56% | +$642K | 0.07% | 292 |
|
|
2024
Q1 | $1.16M | Buy |
45,873
+3,041
| +7% | +$76.9K | 0.05% | 381 |
|
|
2023
Q4 | $1.1M | Sell |
42,832
-24,258
| -36% | -$622K | 0.05% | 371 |
|
|
2023
Q3 | $1.63M | Buy |
67,090
+25,513
| +61% | +$621K | 0.07% | 284 |
|
|
2023
Q2 | $1.05M | Sell |
41,577
-699
| -2% | -$17.7K | 0.04% | 414 |
|
|
2023
Q1 | $2.5M | Sell |
42,276
-263,536
| -86% | -$15.6M | 0.11% | 196 |
|
|
2022
Q4 | $18.1M | Sell |
305,812
-35,620
| -10% | -$2.1M | 0.48% | 30 |
|
|
2022
Q3 | $20.2M | Sell |
341,432
-7,109
| -2% | -$420K | 0.53% | 25 |
|
|
2022
Q2 | $20.6M | Hold |
348,541
| – | – | 0.66% | 14 |
|
|
2022
Q1 | $20.6M | Buy |
348,541
+313,249
| +888% | +$18.5M | 0.66% | 14 |
|
|
2021
Q4 | $1.05M | Sell |
35,292
-8,083
| -19% | -$241K | 0.02% | 400 |
|
|
2021
Q3 | $1.3M | Buy |
43,375
+18,604
| +75% | +$557K | 0.03% | 336 |
|
|
2021
Q2 | $746K | Buy |
24,771
+8,056
| +48% | +$243K | 0.02% | 444 |
|
|
2021
Q1 | $499K | Buy |
16,715
+7,306
| +78% | +$218K | 0.01% | 524 |
|
|
2020
Q4 | $291K | Sell |
9,409
-3,462
| -27% | -$107K | 0.01% | 668 |
|
|
2020
Q3 | $400K | Sell |
12,871
-6,204
| -33% | -$193K | 0.02% | 490 |
|
|
2020
Q2 | $589K | Sell |
19,075
-21,745
| -53% | -$671K | 0.05% | 380 |
|
|
2020
Q1 | $1.22M | Sell |
40,820
-28,207
| -41% | -$842K | 0.12% | 179 |
|
|
2019
Q4 | $2.03M | Sell |
69,027
-62,945
| -48% | -$1.85M | 0.15% | 164 |
|
|
2019
Q3 | $3.91M | Buy |
+131,972
| New | +$3.91M | 0.26% | 87 |
|
|
2019
Q1 | – | Sell |
-45,806
| Closed | -$1.27M | – | 3262 |
|
|
2018
Q4 | $1.27M | Buy |
45,806
+9,033
| +25% | +$251K | 0.08% | 283 |
|
|
2018
Q3 | $1.02M | Buy |
36,773
+14,538
| +65% | +$403K | 0.04% | 422 |
|
|
2018
Q2 | $620K | Buy |
22,235
+1,169
| +6% | +$32.6K | 0.03% | 579 |
|
|
2018
Q1 | $605K | Hold |
21,066
| – | – | 0.03% | 549 |
|
|
2017
Q4 | $605K | Buy |
21,066
+32
| +0.2% | +$919 | 0.03% | 548 |
|
|
2017
Q3 | $607K | Buy |
21,034
+406
| +2% | +$11.7K | 0.02% | 612 |
|
|
2017
Q2 | $595K | Sell |
20,628
-3,878
| -16% | -$112K | 0.03% | 611 |
|
|
2017
Q1 | $700K | Buy |
24,506
+7,728
| +46% | +$221K | 0.03% | 540 |
|
|
2016
Q4 | $478K | Buy |
16,778
+12,774
| +319% | +$364K | 0.02% | 633 |
|
|
2016
Q3 | $119K | Sell |
4,004
-1,044
| -21% | -$31K | 0.01% | 1274 |
|
|
2016
Q2 | $150K | Buy |
+5,048
| New | +$150K | 0.01% | 1115 |
|
|
2016
Q1 | – | Sell |
-426
| Closed | -$12K | – | 3306 |
|
|
2015
Q4 | $12K | Buy |
+426
| New | +$12K | ﹤0.01% | 2481 |
|