KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.3M | Sell |
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|
2025
Q2 | $50.4M | Sell |
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|
2025
Q1 | $61.3M | Sell |
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|
2024
Q4 | $65.5M | Sell |
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|
2024
Q3 | $64.1M | Buy |
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|
2024
Q2 | $59.6M | Sell |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $73.5M | Buy |
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|
2023
Q3 | $70M | Sell |
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|
2023
Q2 | $70.7M | Buy |
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|
2023
Q1 | $34.6M | Buy |
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|
2022
Q4 | $34.2M | Buy |
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|
2022
Q3 | $33.3M | Buy |
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|
2022
Q2 | $34.3M | Buy |
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|
2022
Q1 | $37.4M | Sell |
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|
2021
Q4 | $37.5M | Buy |
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|
2021
Q3 | $36.8M | Buy |
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|
2021
Q2 | $32.3M | Sell |
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|
2021
Q1 | $32.5M | Buy |
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|
2020
Q4 | $28.9M | Buy |
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