Sowell Financial Services’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Sowell Financial Services’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17M	Buy	123,564 +16,295	+15%	+$420K	0.12%	188
2025 Q4	$2.76M	Buy	107,269 +9,086	+9%	+$235K	0.1%	206
2025 Q3	$2.54M	Buy	98,183 +4,827	+5%	+$124K	0.1%	227
2025 Q2	$2.39M	Sell	93,356 -915	-1%	-$23.1K	0.1%	214
2025 Q1	$2.41M	Buy	94,271 +4,215	+5%	+$106K	0.11%	192
2024 Q4	$2.25M	Sell	90,056 -66,798	-43%	-$1.7M	0.12%	194
2024 Q3	$4.1M	Buy	156,854 +4,885	+3%	+$126K	0.19%	124
2024 Q2	$3.81M	Buy	151,969 +8,757	+6%	+$218K	0.18%	132
2024 Q1	$3.62M	Buy	143,212 +16,934	+13%	+$428K	0.17%	139
2023 Q4	$3.24M	Buy	126,278 +4,828	+4%	+$119K	0.18%	141
2023 Q3	$2.96M	Buy	121,450 +20,953	+21%	+$522K	0.19%	137
2023 Q2	$2.55M	Buy	100,497 +48,427	+93%	+$1.24M	0.14%	170
2023 Q1	$1.34M	Sell	52,070 -36,952	-42%	-$945K	0.1%	240
2022 Q4	$2.24M	Sell	89,022 -1,915	-2%	-$48K	0.14%	168
2022 Q3	$2.27M	Buy	+90,937	New	+$2.38M	0.23%	119
2022 Q1	–	Sell	-18,706	Closed	-$554K	–	456
2021 Q4	$554K	Sell	18,706 -4,013	-18%	-$119K	0.03%	423
2021 Q3	$678K	Buy	22,719 +760	+3%	+$22.9K	0.05%	356
2021 Q2	$659K	Sell	21,959 -17,116	-44%	-$511K	0.04%	379
2021 Q1	$1.17M	Sell	39,075 -173	-0.4%	-$5.22K	0.04%	370
2020 Q4	$1.21M	Buy	39,248 +678	+2%	+$20.8K	0.05%	288
2020 Q3	$1.19M	Sell	38,570 -22,767	-37%	-$705K	0.06%	260
2020 Q2	$1.89M	Buy	61,337 +16,929	+38%	+$517K	0.1%	180
2020 Q1	$1.34M	Sell	44,408 -6,301	-12%	-$187K	0.1%	204
2019 Q4	$1.49M	Sell	50,709 -11,134	-18%	-$328K	0.11%	196
2019 Q3	$1.83M	Buy	+61,843	New	+$1.82M	0.15%	141
2019 Q1	$1.27M	Sell	44,361 -793	-2%	-$22.3K	0.14%	166
2018 Q4	$1.26M	Buy	+45,154	New	+$1.24M	0.18%	122
2018 Q3	–	Sell	-76,082	Closed	-$2.12M	–	440
2018 Q2	$2.12M	Sell	76,082 -57,997	-43%	-$1.61M	0.45%	60
2018 Q1	$3.72M	Sell	134,079 -4,682	-3%	-$132K	0.93%	28
2017 Q4	$3.96M	Sell	138,761 -197,201	-59%	-$5.68M	0.97%	27
2017 Q3	$4.83M	Buy	335,962 +162,544	+94%	+$4.7M	1.26%	22
2017 Q2	$5M	Sell	173,418 -37,904	-18%	-$1.09M	1.42%	20
2017 Q1	$6.09M	Sell	211,322 -14,818	-7%	-$422K	1.8%	7
2016 Q4	$6.43M	Buy	+226,140	New	+$6.53M	2.15%	5