Lutz Financial Services’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 | $220K | Sell |
8,611
-1,267
| -13% | -$32.4K | 0.02% | 95 |
|
|
2025
Q1 | $252K | Buy |
+9,878
| New | +$252K | 0.02% | 88 |
|
|
2022
Q3 | – | Sell |
-22,369
| Closed | -$589K | – | 74 |
|
|
2022
Q2 | $589K | Sell |
22,369
-30,593
| -58% | -$806K | 0.08% | 54 |
|
|
2022
Q1 | $1.47M | Buy |
52,962
+486
| +0.9% | +$13.5K | 0.18% | 40 |
|
|
2021
Q4 | $1.55M | Sell |
52,476
-1,231
| -2% | -$36.5K | 0.19% | 42 |
|
|
2021
Q3 | $1.6M | Sell |
53,707
-263
| -0.5% | -$7.85K | 0.21% | 43 |
|
|
2021
Q2 | $1.62M | Buy |
53,970
+477
| +0.9% | +$14.3K | 0.22% | 43 |
|
|
2021
Q1 | $1.59M | Sell |
53,493
-713
| -1% | -$21.1K | 0.23% | 40 |
|
|
2020
Q4 | $1.67M | Sell |
54,206
-1,600
| -3% | -$49.3K | 0.27% | 39 |
|
|
2020
Q3 | $1.72M | Buy |
55,806
+616
| +1% | +$19K | 0.33% | 40 |
|
|
2020
Q2 | $1.7M | Buy |
55,190
+3,753
| +7% | +$116K | 0.35% | 42 |
|
|
2020
Q1 | $1.55M | Sell |
51,437
-346
| -0.7% | -$10.5K | 0.35% | 42 |
|
|
2019
Q4 | $1.52M | Buy |
51,783
+1,075
| +2% | +$31.6K | 0.27% | 42 |
|
|
2019
Q3 | $1.5M | Buy |
50,708
+6,336
| +14% | +$188K | 0.29% | 42 |
|
|
2019
Q2 | $1.29M | Buy |
44,372
+22,366
| +102% | +$652K | 0.25% | 41 |
|
|
2019
Q1 | $628K | Buy |
22,006
+1,310
| +6% | +$37.4K | 0.13% | 45 |
|
|
2018
Q4 | $576K | Buy |
+20,696
| New | +$576K | 0.13% | 50 |
|