SWM
SigFig 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 | $12.4M | Buy |
484,543
+29,850
| +7% | +$761K | 0.41% | 33 |
|
|
2025
Q1 | $12.2M | Sell |
454,693
-435
| -0.1% | -$11.6K | 0.44% | 31 |
|
|
2024
Q4 | $12.3M | Buy |
455,128
+13,818
| +3% | +$374K | 0.45% | 31 |
|
|
2024
Q3 | $11.9M | Sell |
441,310
-127,031
| -22% | -$3.44M | 0.43% | 30 |
|
|
2024
Q2 | $14.9M | Sell |
568,341
-208,680
| -27% | -$5.48M | 0.56% | 25 |
|
|
2024
Q1 | $19.8M | Sell |
777,021
-166,100
| -18% | -$4.24M | 0.73% | 22 |
|
|
2023
Q4 | $23.8M | Sell |
943,121
-265,908
| -22% | -$6.71M | 0.9% | 20 |
|
|
2023
Q3 | $29.4M | Sell |
1,209,029
-79,922
| -6% | -$1.95M | 1.18% | 19 |
|
|
2023
Q2 | $34.5M | Sell |
1,288,951
-119,712
| -8% | -$3.2M | 1.34% | 19 |
|
|
2023
Q1 | $38.2M | Buy |
1,408,663
+800,574
| +132% | +$21.7M | 2.1% | 14 |
|
|
2022
Q4 | $17.6M | Sell |
608,089
-6,630
| -1% | -$192K | 0.87% | 21 |
|
|
2022
Q3 | $17.4M | Sell |
614,719
-13,971
| -2% | -$395K | 0.91% | 21 |
|
|
2022
Q2 | $17.6M | Sell |
628,690
-25,895
| -4% | -$727K | 0.91% | 21 |
|
|
2022
Q1 | $18.4M | Sell |
654,585
-19,619
| -3% | -$552K | 0.89% | 19 |
|
|
2021
Q4 | $19.3M | Buy |
674,204
+17,976
| +3% | +$515K | 0.9% | 19 |
|
|
2021
Q3 | $19.6M | Buy |
656,228
+54,168
| +9% | +$1.62M | 0.98% | 17 |
|
|
2021
Q2 | $18.1M | Buy |
602,060
+84,843
| +16% | +$2.55M | 0.96% | 16 |
|
|
2021
Q1 | $15.3M | Buy |
517,217
+54,551
| +12% | +$1.62M | 0.94% | 16 |
|
|
2020
Q4 | $14.2M | Buy |
462,666
+29,525
| +7% | +$909K | 1.03% | 16 |
|
|
2020
Q3 | $13.4M | Buy |
433,141
+38,761
| +10% | +$1.2M | 1.22% | 16 |
|
|
2020
Q2 | $12.2M | Buy |
394,380
+27,256
| +7% | +$841K | 1.3% | 14 |
|
|
2020
Q1 | $11.1M | Sell |
367,124
-18,784
| -5% | -$568K | 1.51% | 15 |
|
|
2019
Q4 | $11.3M | Buy |
385,908
+10,123
| +3% | +$297K | 1.4% | 17 |
|
|
2019
Q3 | $11.1M | Buy |
375,785
+1,709
| +0.5% | +$50.7K | 1.59% | 15 |
|
|
2019
Q2 | $10.9M | Buy |
374,076
+4,729
| +1% | +$138K | 1.7% | 17 |
|
|
2019
Q1 | $10.5M | Buy |
369,347
+11,956
| +3% | +$341K | 1.87% | 17 |
|
|
2018
Q4 | $9.93M | Buy |
357,391
+729
| +0.2% | +$20.3K | 2.11% | 17 |
|
|
2018
Q3 | $9.88M | Buy |
356,662
+1,188
| +0.3% | +$32.9K | 2.04% | 17 |
|
|
2018
Q2 | $9.91M | Buy |
355,474
+505
| +0.1% | +$14.1K | 2.55% | 16 |
|
|
2018
Q1 | $10M | Buy |
+354,969
| New | +$10M | 5.83% | 7 |
|