Schwarz Dygos Wheeler Investment 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 | $1.06M | Sell |
41,457
-17,103
| -29% | -$438K | 0.24% | 65 |
|
|
2025
Q1 | $1.5M | Sell |
58,560
-21,929
| -27% | -$560K | 0.35% | 52 |
|
|
2024
Q4 | $2.01M | Sell |
80,489
-2,014
| -2% | -$50.3K | 0.49% | 44 |
|
|
2024
Q3 | $2.16M | Sell |
82,503
-41,377
| -33% | -$1.08M | 0.54% | 44 |
|
|
2024
Q2 | $3.11M | Buy |
123,880
+6,962
| +6% | +$175K | 0.83% | 28 |
|
|
2024
Q1 | $2.96M | Buy |
116,918
+19,962
| +21% | +$505K | 0.83% | 29 |
|
|
2023
Q4 | $2.49M | Buy |
96,956
+755
| +0.8% | +$19.4K | 0.76% | 32 |
|
|
2023
Q3 | $2.34M | Buy |
96,201
+35,087
| +57% | +$854K | 0.79% | 31 |
|
|
2023
Q2 | $1.55M | Buy |
61,114
+45,590
| +294% | +$1.16M | 0.51% | 42 |
|
|
2023
Q1 | $400K | Buy |
+15,524
| New | +$400K | 0.14% | 91 |
|