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 |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $628K | Buy |
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|
2018
Q4 | $576K | Buy |
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