SFA
Source Financial Advisors’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.48M | Sell |
56,462
-5,092
| -8% | -$133K | 0.44% | 31 |
|
|
2024
Q2 | $1.54M | Sell |
61,554
-2,172
| -3% | -$54.5K | 0.47% | 31 |
|
|
2024
Q1 | $1.61M | Sell |
63,726
-38,955
| -38% | -$985K | 0.49% | 31 |
|
|
2023
Q4 | $2.63M | Sell |
102,681
-2,131
| -2% | -$54.6K | 0.82% | 27 |
|
|
2023
Q3 | $2.55M | Sell |
104,812
-14,569
| -12% | -$355K | 0.86% | 29 |
|
|
2023
Q2 | $3.03M | Buy |
119,381
+30,924
| +35% | +$785K | 0.99% | 21 |
|
|
2023
Q1 | $2.28M | Sell |
88,457
-1,655
| -2% | -$42.7K | 0.76% | 25 |
|
|
2022
Q4 | $2.26M | Sell |
90,112
-43,702
| -33% | -$1.1M | 0.85% | 27 |
|
|
2022
Q3 | $3.34M | Sell |
133,814
-14,647
| -10% | -$365K | 1.32% | 18 |
|
|
2022
Q2 | $3.91M | Sell |
148,461
-2,848
| -2% | -$75K | 1.53% | 19 |
|
|
2022
Q1 | $4.21M | Sell |
151,309
-8,398
| -5% | -$233K | 1.24% | 21 |
|
|
2021
Q4 | $4.73M | Sell |
159,707
-5,774
| -3% | -$171K | 1.28% | 20 |
|
|
2021
Q3 | $4.94M | Buy |
165,481
+692
| +0.4% | +$20.7K | 1.28% | 20 |
|
|
2021
Q2 | $4.95M | Buy |
164,789
+58,803
| +55% | +$1.76M | 1.27% | 20 |
|
|
2021
Q1 | $3.14M | Buy |
105,986
+2,917
| +3% | +$86.5K | 0.84% | 26 |
|
|
2020
Q4 | $3.17M | Buy |
+103,069
| New | +$3.17M | 0.86% | 26 |
|