Lutz Financial Services’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	–	Sell	-8,611	Closed	-$220K	–	99
2025 Q2	$220K	Sell	8,611 -1,267	-13%	-$32K	0.02%	95
2025 Q1	$252K	Buy	+9,878	New	+$249K	0.02%	88
2022 Q3	–	Sell	-22,369	Closed	-$589K	–	74
2022 Q2	$589K	Sell	22,369 -30,593	-58%	-$815K	0.08%	54
2022 Q1	$1.47M	Buy	52,962 +486	+0.9%	+$13.9K	0.18%	40
2021 Q4	$1.55M	Sell	52,476 -1,231	-2%	-$36.6K	0.19%	42
2021 Q3	$1.6M	Sell	53,707 -263	-0.5%	-$7.93K	0.21%	43
2021 Q2	$1.62M	Buy	53,970 +477	+0.9%	+$14.2K	0.22%	43
2021 Q1	$1.59M	Sell	53,493 -713	-1%	-$21.5K	0.23%	40
2020 Q4	$1.67M	Sell	54,206 -1,600	-3%	-$49.1K	0.27%	39
2020 Q3	$1.72M	Buy	55,806 +616	+1%	+$19.1K	0.33%	40
2020 Q2	$1.7M	Buy	55,190 +3,753	+7%	+$115K	0.35%	42
2020 Q1	$1.55M	Sell	51,437 -346	-0.7%	-$10.3K	0.35%	42
2019 Q4	$1.52M	Buy	51,783 +1,075	+2%	+$31.7K	0.27%	42
2019 Q3	$1.5M	Buy	50,708 +6,336	+14%	+$186K	0.29%	42
2019 Q2	$1.29M	Buy	44,372 +22,366	+102%	+$640K	0.25%	41
2019 Q1	$628K	Buy	22,006 +1,310	+6%	+$36.8K	0.13%	45
2018 Q4	$576K	Buy	+20,696	New	+$569K	0.13%	50