LPAM
Lodestar Private Asset Management’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.1M | Buy |
1,057,243
+32,491
| +3% | +$832K | 3.12% | 6 |
|
2025
Q1 | $26.2M | Buy |
1,024,752
+8,040
| +0.8% | +$205K | 3.29% | 6 |
|
2024
Q4 | $25.4M | Buy |
1,016,712
+93,398
| +10% | +$2.33M | 3.18% | 6 |
|
2024
Q3 | $24.1M | Buy |
923,314
+42,265
| +5% | +$1.1M | 3.07% | 7 |
|
2024
Q2 | $22.1M | Buy |
881,049
+42,016
| +5% | +$1.05M | 3.04% | 7 |
|
2024
Q1 | $21.2M | Buy |
839,033
+38,455
| +5% | +$972K | 3.03% | 7 |
|
2023
Q4 | $20.5M | Sell |
800,578
-86,642
| -10% | -$2.22M | 3.15% | 5 |
|
2023
Q3 | $21.6M | Buy |
887,220
+64,423
| +8% | +$1.57M | 3.7% | 5 |
|
2023
Q2 | $20.9M | Buy |
822,797
+125,875
| +18% | +$3.19M | 3.5% | 5 |
|
2023
Q1 | $18M | Buy |
696,922
+387,167
| +125% | +$9.99M | 3.21% | 7 |
|
2022
Q4 | $7.78M | Buy |
+309,755
| New | +$7.78M | 1.49% | 20 |
|