Steward Partners Investment Advisory’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.2K	Buy	1,257 +198	+19%	+$5.11K	﹤0.01%	3011
2025 Q4	$27.3K	Sell	1,059 -31	-3%	-$802	﹤0.01%	2997
2025 Q3	$28.2K	Sell	1,090 -181	-14%	-$4.63K	﹤0.01%	2925
2025 Q2	$32.5K	Buy	1,271 +675	+113%	+$17.1K	﹤0.01%	2690
2025 Q1	$15.2K	Hold	596	–	–	﹤0.01%	2921
2024 Q4	$14.9K	Sell	596 -196	-25%	-$4.98K	﹤0.01%	2921
2024 Q3	$20.7K	Hold	792	–	–	﹤0.01%	2653
2024 Q2	$19.9K	Sell	792 -2,583	-77%	-$64.4K	﹤0.01%	2547
2024 Q1	$85.3K	Buy	3,375 +2,988	+772%	+$75.5K	﹤0.01%	1846
2023 Q4	$9.92K	Hold	387	–	–	﹤0.01%	2719
2023 Q3	$9.42K	Hold	387	–	–	﹤0.01%	2622
2023 Q2	$9.82K	Hold	387	–	–	﹤0.01%	2574
2023 Q1	$9.98K	Buy	+387	New	+$9.9K	﹤0.01%	2542
2021 Q3	–	Sell	-506	Closed	-$15K	–	3321
2021 Q2	$15K	Sell	506 -200	-28%	-$5.97K	﹤0.01%	5510
2021 Q1	$20.9K	Hold	706	–	–	﹤0.01%	2455
2020 Q4	$22K	Sell	706 -594	-46%	-$18.2K	﹤0.01%	2020
2020 Q3	$40K	Buy	1,300 +594	+84%	+$18.4K	﹤0.01%	1604
2020 Q2	$22K	Buy	+706	New	+$21.6K	﹤0.01%	1740