Strategic Wealth Investment Group’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
Q1 | – | Sell |
-10,009
| Closed | -$250K | – | 100 |
|
|
2024
Q4 | $250K | Buy |
10,009
+132
| +1% | +$3.3K | 0.03% | 122 |
|
|
2024
Q3 | $258K | Sell |
9,877
-333
| -3% | -$8.7K | 0.03% | 117 |
|
|
2024
Q2 | $254K | Buy |
+10,210
| New | +$254K | 0.03% | 116 |
|
|
2023
Q4 | $334K | Sell |
13,042
-97
| -0.7% | -$2.49K | 0.05% | 98 |
|
|
2023
Q3 | $320K | Sell |
13,139
-1,358
| -9% | -$33.1K | 0.06% | 83 |
|
|
2023
Q2 | $368K | Sell |
14,497
-2,524
| -15% | -$64K | 0.06% | 94 |
|
|
2023
Q1 | $439K | Sell |
17,021
-3,020
| -15% | -$77.9K | 0.08% | 89 |
|
|
2022
Q4 | $522K | Hold |
20,041
| – | – | 0.12% | 70 |
|
|
2022
Q3 | $500K | Sell |
20,041
-12,376
| -38% | -$309K | 0.14% | 65 |
|
|
2022
Q2 | $854K | Buy |
32,417
+18,763
| +137% | +$494K | 0.21% | 76 |
|
|
2022
Q1 | $379K | Buy |
+13,654
| New | +$379K | 0.09% | 69 |
|