MA
Mutual Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
31,736
+1,869
| +6% | +$47.5K | 0.02% | 595 |
|
|
2025
Q1 | $760K | Buy |
29,867
+704
| +2% | +$17.9K | 0.02% | 552 |
|
|
2024
Q4 | $729K | Sell |
29,163
-776
| -3% | -$19.4K | 0.02% | 582 |
|
|
2024
Q3 | $763K | Sell |
29,939
-3,958
| -12% | -$101K | 0.02% | 568 |
|
|
2024
Q2 | $862K | Buy |
33,897
+549
| +2% | +$14K | 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% | -$89.6K | 0.03% | 525 |
|
|
2023
Q3 | $820K | Buy |
33,673
+286
| +0.9% | +$6.96K | 0.03% | 474 |
|
|
2023
Q2 | $847K | Buy |
33,387
+17,164
| +106% | +$435K | 0.03% | 484 |
|
|
2023
Q1 | $418K | Sell |
16,223
-1,917
| -11% | -$49.4K | 0.02% | 678 |
|
|
2022
Q4 | $456K | Buy |
18,140
+1,529
| +9% | +$38.4K | 0.02% | 619 |
|
|
2022
Q3 | $414K | Sell |
16,611
-5,425
| -25% | -$135K | 0.02% | 615 |
|
|
2022
Q2 | $581K | Buy |
22,036
+14,793
| +204% | +$390K | 0.04% | 487 |
|
|
2022
Q1 | $201K | Buy |
+7,243
| New | +$201K | 0.01% | 833 |
|
|
2021
Q4 | – | Sell |
-7,013
| Closed | -$209K | – | 923 |
|
|
2021
Q3 | $209K | Buy |
+7,013
| New | +$209K | 0.01% | 816 |
|
|
2021
Q2 | – | Sell |
-11,882
| Closed | -$352K | – | 848 |
|
|
2021
Q1 | $352K | Sell |
11,882
-13,501
| -53% | -$400K | 0.02% | 584 |
|
|
2020
Q4 | $782K | Buy |
25,383
+911
| +4% | +$28.1K | 0.06% | 370 |
|
|
2020
Q3 | $754K | Buy |
24,472
+2,197
| +10% | +$67.7K | 0.07% | 315 |
|
|
2020
Q2 | $687K | Sell |
22,275
-365,623
| -94% | -$11.3M | 0.07% | 297 |
|
|
2020
Q1 | $11.7M | Buy |
387,898
+30,578
| +9% | +$924K | 1.59% | 5 |
|
|
2019
Q4 | $10.5M | Buy |
357,320
+89,000
| +33% | +$2.61M | 1.12% | 13 |
|
|
2019
Q3 | $7.95M | Buy |
268,320
+212,491
| +381% | +$6.3M | 1.05% | 15 |
|
|
2019
Q2 | $1.63M | Sell |
55,829
-83,030
| -60% | -$2.42M | 0.21% | 109 |
|
|
2019
Q1 | $3.96M | Buy |
138,859
+73,506
| +112% | +$2.1M | 0.59% | 30 |
|
|
2018
Q4 | $1.82M | Buy |
65,353
+47,095
| +258% | +$1.31M | 0.36% | 65 |
|
|
2018
Q3 | $506K | Buy |
18,258
+643
| +4% | +$17.8K | 0.08% | 284 |
|
|
2018
Q2 | $491K | Buy |
17,615
+1,327
| +8% | +$37K | 0.11% | 245 |
|
|
2018
Q1 | $459K | Buy |
+16,288
| New | +$459K | 0.12% | 251 |
|