RFS
Richardson Financial Services’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 | $1.29M | Buy |
50,445
+21,271
| +73% | +$543K | 0.86% | 24 |
|
|
2025
Q1 | $745K | Buy |
29,174
+3,233
| +12% | +$82.6K | 0.57% | 38 |
|
|
2024
Q4 | $650K | Sell |
25,941
-1,748
| -6% | -$43.8K | 0.46% | 57 |
|
|
2024
Q3 | $696K | Buy |
27,689
+1,610
| +6% | +$40.5K | 0.44% | 58 |
|
|
2024
Q2 | $654K | Sell |
26,079
-1,101
| -4% | -$27.6K | 0.47% | 53 |
|
|
2024
Q1 | $680K | Sell |
27,180
-3,325
| -11% | -$83.2K | 0.48% | 54 |
|
|
2023
Q4 | $782K | Buy |
+30,505
| New | +$782K | 0.69% | 42 |
|