Mutual Advisors’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Mutual Advisors’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$896K	Buy	34,981 +807	+2%	+$20.8K	0.02%	636
2025 Q4	$880K	Buy	34,174 +131	+0.4%	+$3.39K	0.02%	626
2025 Q3	$887K	Buy	34,043 +2,307	+7%	+$59K	0.02%	617
2025 Q2	$806K	Buy	31,736 +1,869	+6%	+$47.2K	0.02%	595
2025 Q1	$760K	Buy	29,867 +704	+2%	+$17.8K	0.02%	552
2024 Q4	$729K	Sell	29,163 -776	-3%	-$19.7K	0.02%	582
2024 Q3	$763K	Sell	29,939 -3,958	-12%	-$102K	0.02%	568
2024 Q2	$862K	Buy	33,897 +549	+2%	+$13.7K	0.03%	530
2024 Q1	$843K	Buy	33,348 +3,171	+11%	+$80.2K	0.03%	528
2023 Q4	$774K	Sell	30,177 -3,496	-10%	-$86K	0.03%	525
2023 Q3	$820K	Buy	33,673 +286	+0.9%	+$7.13K	0.03%	475
2023 Q2	$847K	Buy	33,387 +17,164	+106%	+$439K	0.03%	485
2023 Q1	$418K	Sell	16,223 -1,917	-11%	-$49K	0.02%	679
2022 Q4	$456K	Buy	18,140 +1,529	+9%	+$38.3K	0.02%	619
2022 Q3	$414K	Sell	16,611 -5,425	-25%	-$142K	0.02%	616
2022 Q2	$581K	Buy	22,036 +14,793	+204%	+$394K	0.04%	488
2022 Q1	$201K	Buy	+7,243	New	+$207K	0.01%	834
2021 Q4	–	Sell	-7,013	Closed	-$209K	–	924
2021 Q3	$209K	Buy	+7,013	New	+$211K	0.01%	817
2021 Q2	–	Sell	-11,882	Closed	-$352K	–	849
2021 Q1	$352K	Sell	11,882 -13,501	-53%	-$407K	0.02%	585
2020 Q4	$782K	Buy	25,383 +911	+4%	+$28K	0.06%	371
2020 Q3	$754K	Buy	24,472 +2,197	+10%	+$68K	0.07%	316
2020 Q2	$687K	Sell	22,275 -365,623	-94%	-$11.2M	0.07%	297
2020 Q1	$11.7M	Buy	387,898 +30,578	+9%	+$909K	1.59%	5
2019 Q4	$10.5M	Buy	357,320 +89,000	+33%	+$2.62M	1.12%	13
2019 Q3	$7.95M	Buy	268,320 +212,491	+381%	+$6.25M	1.05%	15
2019 Q2	$1.63M	Sell	55,829 -83,030	-60%	-$2.38M	0.21%	109
2019 Q1	$3.96M	Buy	138,859 +73,506	+112%	+$2.06M	0.59%	30
2018 Q4	$1.82M	Buy	65,353 +47,095	+258%	+$1.29M	0.36%	65
2018 Q3	$506K	Buy	18,258 +643	+4%	+$17.9K	0.08%	284
2018 Q2	$491K	Buy	17,615 +1,327	+8%	+$36.9K	0.11%	245
2018 Q1	$459K	Buy	+16,288	New	+$459K	0.12%	251