Peak Financial Advisors’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 | $238K | Buy |
+9,298
| New | +$238K | 0.12% | 83 |
|
|
2025
Q1 | – | Sell |
-11,180
| Closed | -$279K | – | 87 |
|
|
2024
Q4 | $279K | Buy |
11,180
+3,052
| +38% | +$76.3K | 0.15% | 72 |
|
|
2024
Q3 | $212K | Sell |
8,128
-3,287
| -29% | -$85.9K | 0.11% | 71 |
|
|
2024
Q2 | $286K | Buy |
+11,415
| New | +$286K | 0.16% | 70 |
|
|
2023
Q4 | – | Sell |
-8,712
| Closed | -$212K | – | 75 |
|
|
2023
Q3 | $212K | Sell |
8,712
-7,165
| -45% | -$174K | 0.23% | 49 |
|
|
2023
Q2 | $403K | Buy |
+15,877
| New | +$403K | 0.32% | 44 |
|
|
2023
Q1 | – | Sell |
-314,100
| Closed | -$7.89M | – | 72 |
|
|
2022
Q4 | $7.89M | Buy |
314,100
+108,644
| +53% | +$2.73M | 7.19% | 2 |
|
|
2022
Q3 | $5.13M | Buy |
205,456
+60,098
| +41% | +$1.5M | 6.3% | 3 |
|
|
2022
Q2 | $3.83M | Sell |
145,358
-57,698
| -28% | -$1.52M | 3.79% | 6 |
|
|
2022
Q1 | $5.64M | Buy |
203,056
+6,148
| +3% | +$171K | 4.84% | 2 |
|
|
2021
Q4 | $5.83M | Buy |
+196,908
| New | +$5.83M | 4.5% | 5 |
|