Means Investment Company’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
Sell
-14,062
Closed -$359K 200
2025
Q1
$359K Sell
14,062
-3,072
-18% -$78.5K 0.04% 139
2024
Q4
$428K Sell
17,134
-6,884
-29% -$172K 0.04% 135
2024
Q3
$628K Buy
24,018
+81
+0.3% +$2.12K 0.07% 115
2024
Q2
$601K Sell
23,937
-4,061
-15% -$102K 0.07% 113
2024
Q1
$708K Sell
27,998
-4,646
-14% -$117K 0.09% 109
2023
Q4
$837K Sell
32,644
-5,336
-14% -$137K 0.12% 101
2023
Q3
$924K Sell
37,980
-4,665
-11% -$114K 0.15% 94
2023
Q2
$1.08M Sell
42,645
-7,407
-15% -$188K 0.17% 92
2023
Q1
$1.29M Sell
50,052
-5,388
-10% -$139K 0.23% 84
2022
Q4
$1.39M Sell
55,440
-7,953
-13% -$200K 0.28% 73
2022
Q3
$1.58M Buy
63,393
+20,207
+47% +$504K 0.34% 61
2022
Q2
$1.14M Buy
43,186
+30,893
+251% +$814K 0.24% 83
2022
Q1
$342K Buy
+12,293
New +$342K 0.06% 147