SW
Simplicity Wealth’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 | $16M | Buy |
626,788
+482,535
| +335% | +$12.4M | 0.67% | 27 |
|
|
2025
Q1 | $3.68M | Buy |
+144,253
| New | +$3.68M | 0.29% | 77 |
|
|
2024
Q4 | – | Sell |
-151,324
| Closed | -$3.96M | – | 483 |
|
|
2024
Q3 | $3.96M | Sell |
151,324
-48,173
| -24% | -$1.26M | 0.37% | 61 |
|
|
2024
Q2 | $5.01M | Buy |
199,497
+19,942
| +11% | +$500K | 0.11% | 181 |
|
|
2024
Q1 | $4.54M | Sell |
179,555
-19,547
| -10% | -$494K | 0.11% | 189 |
|
|
2023
Q4 | $5.1M | Buy |
199,102
+111,661
| +128% | +$2.86M | 1.98% | 12 |
|
|
2023
Q3 | $2.13M | Buy |
87,441
+37,464
| +75% | +$912K | 1.25% | 17 |
|
|
2023
Q2 | $1.27M | Buy |
49,977
+3,005
| +6% | +$76.2K | 0.79% | 25 |
|
|
2023
Q1 | $1.21M | Buy |
46,972
+36,830
| +363% | +$950K | 0.81% | 28 |
|
|
2022
Q4 | $255K | Sell |
10,142
-12,151
| -55% | -$305K | 0.23% | 57 |
|
|
2022
Q3 | $556K | Buy |
22,293
+376
| +2% | +$9.38K | 0.75% | 42 |
|
|
2022
Q2 | $578K | Sell |
21,917
-14,862
| -40% | -$392K | 0.84% | 39 |
|
|
2022
Q1 | $1.02M | Sell |
36,779
-252,387
| -87% | -$7.01M | 0.99% | 31 |
|
|
2021
Q4 | $8.57M | Buy |
+289,166
| New | +$8.57M | 4.62% | 5 |
|