Key Financial Inc’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	$99.8K	Hold	3,894	–	–	0.02%	402
2025 Q4	$100K	Hold	3,894	–	–	0.02%	394
2025 Q3	$101K	Hold	3,894	–	–	0.02%	392
2025 Q2	$99.7K	Hold	3,894	–	–	0.02%	386
2025 Q1	$99.5K	Hold	3,894	–	–	0.02%	360
2024 Q4	$97.3K	Buy	3,894 +1,100	+39%	+$28K	0.02%	359
2024 Q3	$73K	Sell	2,794 -190	-6%	-$4.89K	0.02%	410
2024 Q2	$74.9K	Hold	2,984	–	–	0.02%	386
2024 Q1	$75.4K	Hold	2,984	–	–	0.02%	371
2023 Q4	$76.5K	Buy	2,984 +1,497	+101%	+$36.8K	0.02%	353
2023 Q3	$36.2K	Buy	1,487 +97	+7%	+$2.42K	0.01%	455
2023 Q2	$35.3K	Hold	1,390	–	–	0.01%	464
2023 Q1	$35.8K	Buy	1,390 +816	+142%	+$20.9K	0.01%	446
2022 Q4	$14.3K	Hold	574	–	–	0.01%	557
2022 Q3	$14K	Hold	574	–	–	0.01%	565
2022 Q2	$15K	Hold	574	–	–	0.01%	555
2022 Q1	$16K	Hold	574	–	–	0.01%	539
2021 Q4	$17K	Buy	+574	New	+$17.1K	0.01%	515