Partners in Financial Planning’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 | $2.56M | Buy |
99,985
+18,102
| +22% | +$463K | 0.47% | 27 |
|
|
2025
Q1 | $2.09M | Sell |
81,883
-11,380
| -12% | -$291K | 0.42% | 28 |
|
|
2024
Q4 | $2.33M | Buy |
93,263
+13,643
| +17% | +$341K | 0.48% | 28 |
|
|
2024
Q3 | $2.08M | Buy |
79,620
+2,735
| +4% | +$71.5K | 0.42% | 30 |
|
|
2024
Q2 | $1.93M | Sell |
76,885
-790
| -1% | -$19.8K | 0.42% | 29 |
|
|
2024
Q1 | $1.96M | Sell |
77,675
-199
| -0.3% | -$5.03K | 0.44% | 27 |
|
|
2023
Q4 | $2M | Sell |
77,874
-36,276
| -32% | -$930K | 0.47% | 27 |
|
|
2023
Q3 | $2.78M | Sell |
114,150
-4,472
| -4% | -$109K | 0.72% | 20 |
|
|
2023
Q2 | $3.01M | Buy |
118,622
+8,803
| +8% | +$223K | 0.77% | 18 |
|
|
2023
Q1 | $2.83M | Buy |
109,819
+1,212
| +1% | +$31.3K | 0.75% | 21 |
|
|
2022
Q4 | $2.74M | Buy |
108,607
+70,356
| +184% | +$1.78M | 0.76% | 22 |
|
|
2022
Q3 | $960K | Buy |
38,251
+13,683
| +56% | +$344K | 0.27% | 38 |
|
|
2022
Q2 | $635K | Buy |
+24,568
| New | +$635K | 0.2% | 49 |
|