Steward Partners Investment Advisory’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Buy |
1,271
+675
| +113% | +$17.3K | ﹤0.01% | 2690 |
|
|
2025
Q1 | $15.2K | Hold |
596
| – | – | ﹤0.01% | 2921 |
|
|
2024
Q4 | $14.9K | Sell |
596
-196
| -25% | -$4.9K | ﹤0.01% | 2921 |
|
|
2024
Q3 | $20.7K | Hold |
792
| – | – | ﹤0.01% | 2653 |
|
|
2024
Q2 | $19.9K | Sell |
792
-2,583
| -77% | -$64.8K | ﹤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 | +$9.98K | ﹤0.01% | 2542 |
|
|
2021
Q3 | – | Sell |
-506
| Closed | -$15K | – | 3322 |
|
|
2021
Q2 | $15K | Sell |
506
-200
| -28% | -$5.93K | ﹤0.01% | 5508 |
|
|
2021
Q1 | $20.9K | Hold |
706
| – | – | ﹤0.01% | 2455 |
|
|
2020
Q4 | $22K | Sell |
706
-594
| -46% | -$18.5K | ﹤0.01% | 2020 |
|
|
2020
Q3 | $40K | Buy |
1,300
+594
| +84% | +$18.3K | ﹤0.01% | 1604 |
|
|
2020
Q2 | $22K | Buy |
+706
| New | +$22K | ﹤0.01% | 1740 |
|