SWM
Scissortail Wealth Management’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 | $1.42M | Sell |
55,612
-9,341
| -14% | -$239K | 0.34% | 58 |
|
|
2025
Q1 | $1.66M | Buy |
64,953
+31,756
| +96% | +$811K | 0.43% | 60 |
|
|
2024
Q4 | $830K | Buy |
33,197
+33,148
| +67,649% | +$828K | 0.21% | 74 |
|
|
2024
Q3 | $869K | Buy |
+49
| New | +$869K | 0.21% | 70 |
|
|
2023
Q4 | – | Sell |
-55,352
| Closed | -$1.32M | – | 160 |
|
|
2023
Q3 | $1.32M | Buy |
+55,352
| New | +$1.32M | 1.04% | 26 |
|
|
2023
Q2 | – | Sell |
-49,540
| Closed | -$1.28M | – | 49 |
|
|
2023
Q1 | $1.28M | Sell |
49,540
-205
| -0.4% | -$5.29K | 1.15% | 26 |
|
|
2022
Q4 | $1.27M | Sell |
49,745
-167
| -0.3% | -$4.26K | 0.73% | 31 |
|
|
2022
Q3 | $1.22M | Buy |
+49,912
| New | +$1.22M | 0.64% | 41 |
|
|
2022
Q2 | – | Sell |
-46,003
| Closed | -$1.22M | – | 140 |
|
|
2022
Q1 | $1.22M | Buy |
+46,003
| New | +$1.22M | 0.6% | 41 |
|