SFS
Sowell Financial Services’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 | $2.39M | Sell |
93,356
-915
| -1% | -$23.4K | 0.1% | 214 |
|
|
2025
Q1 | $2.41M | Buy |
94,271
+4,215
| +5% | +$108K | 0.11% | 192 |
|
|
2024
Q4 | $2.25M | Sell |
90,056
-66,798
| -43% | -$1.67M | 0.12% | 194 |
|
|
2024
Q3 | $4.1M | Buy |
156,854
+4,885
| +3% | +$128K | 0.19% | 124 |
|
|
2024
Q2 | $3.81M | Buy |
151,969
+8,757
| +6% | +$220K | 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% | +$124K | 0.18% | 141 |
|
|
2023
Q3 | $2.96M | Buy |
121,450
+20,953
| +21% | +$510K | 0.19% | 137 |
|
|
2023
Q2 | $2.55M | Buy |
100,497
+48,427
| +93% | +$1.23M | 0.14% | 170 |
|
|
2023
Q1 | $1.34M | Sell |
52,070
-36,952
| -42% | -$953K | 0.1% | 240 |
|
|
2022
Q4 | $2.24M | Sell |
89,022
-1,915
| -2% | -$48.1K | 0.14% | 168 |
|
|
2022
Q3 | $2.27M | Buy |
+90,937
| New | +$2.27M | 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% | +$22.7K | 0.05% | 356 |
|
|
2021
Q2 | $659K | Sell |
21,959
-17,116
| -44% | -$514K | 0.04% | 379 |
|
|
2021
Q1 | $1.17M | Sell |
39,075
-173
| -0.4% | -$5.17K | 0.04% | 370 |
|
|
2020
Q4 | $1.21M | Buy |
39,248
+678
| +2% | +$20.9K | 0.05% | 288 |
|
|
2020
Q3 | $1.19M | Sell |
38,570
-22,767
| -37% | -$701K | 0.06% | 260 |
|
|
2020
Q2 | $1.89M | Buy |
61,337
+16,929
| +38% | +$522K | 0.1% | 180 |
|
|
2020
Q1 | $1.34M | Sell |
44,408
-6,301
| -12% | -$190K | 0.1% | 204 |
|
|
2019
Q4 | $1.49M | Sell |
50,709
-11,134
| -18% | -$327K | 0.11% | 196 |
|
|
2019
Q3 | $1.83M | Buy |
+61,843
| New | +$1.83M | 0.15% | 141 |
|
|
2019
Q1 | $1.27M | Sell |
44,361
-793
| -2% | -$22.6K | 0.14% | 166 |
|
|
2018
Q4 | $1.26M | Buy |
+45,154
| New | +$1.26M | 0.18% | 122 |
|
|
2018
Q3 | – | Sell |
-76,082
| Closed | -$2.12M | – | 440 |
|
|
2018
Q2 | $2.12M | Sell |
76,082
-57,997
| -43% | -$1.62M | 0.45% | 60 |
|
|
2018
Q1 | $3.72M | Sell |
134,079
-4,682
| -3% | -$130K | 0.93% | 28 |
|
|
2017
Q4 | $3.96M | Sell |
138,761
-29,220
| -17% | -$833K | 0.97% | 27 |
|
|
2017
Q3 | $4.83M | Buy |
167,981
+81,272
| +94% | +$2.34M | 1.26% | 22 |
|
|
2017
Q2 | $5M | Sell |
86,709
-18,952
| -18% | -$1.09M | 1.42% | 20 |
|
|
2017
Q1 | $6.09M | Sell |
105,661
-7,409
| -7% | -$427K | 1.8% | 7 |
|
|
2016
Q4 | $6.43M | Buy |
+113,070
| New | +$6.43M | 2.15% | 5 |
|