Meridian Wealth Management’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 | $1.88M | Sell |
73,335
-1,093
| -1% | -$28K | 0.08% | 214 |
|
|
2025
Q1 | $1.9M | Buy |
74,428
+4,526
| +6% | +$116K | 0.09% | 189 |
|
|
2024
Q4 | $1.75M | Buy |
69,902
+6,314
| +10% | +$158K | 0.08% | 205 |
|
|
2024
Q3 | $1.66M | Buy |
63,588
+5,426
| +9% | +$142K | 0.08% | 202 |
|
|
2024
Q2 | $1.46M | Buy |
+58,162
| New | +$1.46M | 0.17% | 97 |
|
|
2024
Q1 | – | Sell |
-30,604
| Closed | -$785K | – | 481 |
|
|
2023
Q4 | $785K | Buy |
30,604
+10,672
| +54% | +$274K | 0.05% | 296 |
|
|
2023
Q3 | $485K | Sell |
19,932
-10,827
| -35% | -$264K | 0.03% | 372 |
|
|
2023
Q2 | $780K | Buy |
30,759
+16,204
| +111% | +$411K | 0.07% | 241 |
|
|
2023
Q1 | $375K | Buy |
+14,555
| New | +$375K | 0.03% | 373 |
|
|
2022
Q1 | – | Sell |
-6,818
| Closed | -$202K | – | 428 |
|
|
2021
Q4 | $202K | Sell |
6,818
-27
| -0.4% | -$800 | 0.02% | 385 |
|
|
2021
Q3 | $204K | Buy |
6,845
+118
| +2% | +$3.52K | 0.03% | 376 |
|
|
2021
Q2 | $202K | Buy |
+6,727
| New | +$202K | 0.03% | 371 |
|