Leading Edge Financial Planning’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 | $21.6M | Buy |
842,874
+32,742
| +4% | +$838K | 6% | 7 |
|
|
2025
Q1 | $20.7M | Buy |
810,132
+32,505
| +4% | +$830K | 6.46% | 6 |
|
|
2024
Q4 | $19.4M | Sell |
777,627
-679,441
| -47% | -$17M | 6.38% | 6 |
|
|
2024
Q3 | $38.1M | Buy |
1,457,068
+156,738
| +12% | +$4.1M | 12.76% | 3 |
|
|
2024
Q2 | $32.6M | Buy |
1,300,330
+157,861
| +14% | +$3.96M | 13.09% | 2 |
|
|
2024
Q1 | $28.9M | Buy |
1,142,469
+242,754
| +27% | +$6.14M | 12.79% | 3 |
|
|
2023
Q4 | $23.1M | Buy |
899,715
+287,148
| +47% | +$7.36M | 11.97% | 2 |
|
|
2023
Q3 | $14.9M | Buy |
612,567
+99,070
| +19% | +$2.41M | 9.55% | 3 |
|
|
2023
Q2 | $13M | Buy |
513,497
+71,369
| +16% | +$1.81M | 8.53% | 4 |
|
|
2023
Q1 | $11.4M | Buy |
442,128
+96,861
| +28% | +$2.5M | 8.25% | 3 |
|
|
2022
Q4 | $8.68M | Buy |
+345,267
| New | +$8.68M | 7.51% | 4 |
|